Hybrid | 3 days in the office, 2 from home
Salary: £29,000 – £32,000 (flexible DOE)
Are you looking to take the next step in your paraplanning career with a supportive, forward-thinking financial planning firm? We’re partnering exclusively with a highly reputable wealth management business that prides itself on quality advice, exceptional client service, and long-term staff development.
They’re now seeking a Paraplanner to join their expanding team — and they’re also open to considering candidates on the more junior end of the experience scale who are eager to learn and grow.
What you’ll be doing
*Supporting Financial Advisers in preparing high-quality suitability reports
*Conducting research across a range of financial products
*Producing cashflow models and technical analysis
*Maintaining accurate client records and documentation
*Working collaboratively with advisers, administrators, and other paraplanners to ensure a seamless client journey
What they’re looking for
*Paraplanning or financial planning admin experience (or similar)
*Progress towards Level 4 Diploma (or a willingness to work towards it)
*Strong attention to detail and a genuine interest in financial planning
*Good communication skills and a proactive, positive approach
What’s on offer
*£29,000 – £32,000 salary depending on experience
*Hybrid working: 3 days in the office, 2 from home
*Study support and ongoing professional development
*A welcoming, knowledgeable team where progression is genuinely supported
*The opportunity to grow within a business that values quality over volume