Are you an experienced Paraplanner looking to join a supportive, ambitious and genuinely
collaborative financial planning team? This is a fantastic opportunity to become a valued part
of a growing firm where your work will be recognised, your ideas will be heard, and your
contribution will truly matter.
We’re recruiting on behalf of a wellestablished, boutique financial planning business that
works closely with business owners, lawyers and city professionals, helping them build,
protect and enjoy longterm financial freedom. Their culture is friendly, forwardthinking and
professional, with a strong focus on doing the right thing for both clients and the team.
The Role
As a key member of the client team, you’ll work closely with advisers to deliver highquality,
thoughtful financial planning. Your responsibilities will include:
Building detailed cashflow models using Voyant
Writing clear, wellstructured suitability reports
Producing technical analysis and recommendations across pensions, investments and
protection
Researching protection solutions and planning strategies tailored to client needs
Preparing forwardplanning reports following client reviews
Supporting advisers by understanding client priorities and shaping appropriate advice
Ensuring all work is accurate, compliant and aligned with regulatory standards
Playing an active role in delivering an exceptional client experience
This role suits someone who takes real pride in producing highquality work, enjoys being
closely involved in the advice process, and thrives in a collaborative environment.
What We’re Looking For
Level 4 Diploma in Financial Planning (or equivalent)
Minimum three years’ experience as a Paraplanner
Strong technical knowledge across pensions, investments and protection
Ability to work independently while contributing positively to the wider team
Desirable:
Experience with Intelliflo Office
Experience using Voyant
Familiarity with AJ Bell
What’s on Offer
Salary £40,000–£50,000 depending on experience
Hybrid working for better work–life balance
Early finish every Friday


An additional day off every month
Private medical insurance, income protection, death in service, health cash plan and
salary sacrifice pension
Full support for professional development, including funded training and
qualifications
A friendly, ambitious and supportive environment where you can grow
If you’re looking for a longterm career in paraplanning within a business that genuinely
values its people, we’d love to hear from you.
Please apply with your CV to Ursula Sloan at Financial Divisions