A forward-looking financial services firm is expanding its advisory support function and seeks a capable paraplanner to join the team in a central, well-connected location. This employer values precision, collaborative problem-solving, and ongoing professional development, offering a platform for career growth and greater autonomy.
What’s in it for the candidate
*Salary up to £50,000, with regular reviews and support for professional study.
*Flexible working options and a hybrid approach to location, with hybrid working 3 days in the office.
*A clear path to progression, with increasing autonomy and broader responsibilities over time.
*A collaborative culture that includes mentoring, knowledge sharing, and opportunities to learn from experienced colleagues.
*Exposure to a broad range of financial planning activities and client-facing elements within appropriate guardrails.
Role overview
*Prepare accurate client meeting packs, illustrations, and initial drafts of advice documentation in line with firm standards.
*Undertake data gathering, fact finding, and verification to ensure robust inputs for planning work.
*Assist with cash-flow modelling and scenario planning to support advisers’ recommendations.
*Contribute to the creation of compliant, well-structured recommendations and documentation in line with regulatory guidelines.
*Maintain client records and support smooth administration to enable efficient adviser workflows.
*Liaise with product providers and back-office teams to obtain necessary information and streamline processes.
*Participate in continuous process improvement, including updates to templates and checklists.
Ideal candidate profile
*Demonstrable paraplanning experience
*Level 4 Diploma
*Strong numerical ability, meticulous attention to detail, and comfort with modelling tools.
*Solid understanding of the financial planning process and regulatory expectations.
*Excellent written and verbal communication skills with the ability to convey complex concepts clearly.
*Collaborative and well-organised, capable of prioritising multiple tasks in a fast-paced environment.
*Proactive attitude with a genuine desire to learn and develop professional qualifications with employer support.
About this employer and how to take the next step
This growing operation offers a supportive team environment, with emphasis on development, flexibility, and a thoughtful approach to work-life balance. Applications are welcomed from candidates who want to build a long-term career in financial planning support, with meaningful progression opportunities. This posting is designed to be fully anonymised; details about the exact location and indexable identifiers are intentionally omitted.