An opportunity in a dynamic financial services team is open for a capable Paraplanner who thrives on technical excellence, career growth, and collaborative impact. This employer places a strong emphasis on development, autonomy, and delivering high-quality planning work for clients.
The successful candidate will join a supportive environment that values rigorous analysis, clear communication, and prudent technical judgement. The role is designed to build expertise and progression within a growing operation while offering flexibility and a culture conducive to long-term career investments.
Salary Up to £50,000 + Hybrid working and Bonus
What’s on offer for the right candidate
*Competitive compensation alongside a comprehensive benefits package
*Flexible working arrangements and potential hybrid or remote-friendly options
*Structured learning path with access to CPD and ongoing skill development
*Autonomy to manage own workload within a collaborative team
*Supportive leadership focused on mentorship and professional advancement
Key responsibilities
*Produce thorough client planning reports, illustrations, and meeting packs to support adviser discussions
*Conduct research on investments, products, and strategies; assess suitability and risk
*Develop and maintain cashflow models, scenarios, and long-term financial projections
*Draft technical notes and draft recommendations for review by advisers and stakeholders
*Ensure documentation complies with regulatory standards and internal quality controls
*Coordinate with clients to gather required information and maintain accurate case files
*Collaborate with the planning team to streamline processes and improve client outcomes
The ideal profile
*Experience in paraplanning or financial planning support, with a track record of high-quality client-facing materials
*Proficiency with financial planning software, cashflow modelling tools, and data interpretation
*Strong written and verbal communication; excellent organisational skills
*Attention to detail, a compliance-aware mindset, and the ability to manage multiple cases
*Proactive attitude with a genuine interest in professional development and progression into more senior technical roles
This employer is a well-established player in the financial services sector, offering a modern culture, meaningful challenges, and a clear path to enhanced seniority. Applications from candidates who are ready to contribute to a dynamic team and grow their technical expertise are welcome.