A dynamic opportunity awaits a detail-driven professional in the financial planning space. This growing employer is seeking a paraplanner to support a team of advisers, helping to translate client goals into clear, compliant recommendations.
This is a role that prioritises growth, autonomy, and practical impact. The successful candidate will join a collaborative environment where analytical rigour and proactive communication unlock better outcomes for clients and advisers alike.
What this employer offers
*Competitive salary up to £50,000, aligned with experience, plus hybrid working options and a comprehensive benefits package
*Structured career progression with clear milestones and ongoing learning opportunities
*Strong study support and access to development resources for relevant qualifications
*Flexible, hybrid working options to support work–life balance
*A supportive, open culture that values initiative and collaboration
Your role at a glance
*Prepare high-quality, regulation-compliant paraplanning packs and draft materials for client meetings
*Conduct investment and fund research, quantify scenarios, and assist in building tailored financial plans
*Assist advisers with the production of suitability reports and documented recommendations
*Maintain accurate records, data, and file management to support audit readiness
*Coordinate with stakeholders to gather information, streamline workflow, and manage timelines
*Remain up-to-date with industry developments and regulatory changes affecting practice standards
*Support financial advisers working with high-net-worth clients on complex cases, including trusts and estates, carrying out full research to inform recommendations
Who will succeed in this role
*Professionals with solid paraplanning experience
*Individuals with a positive, proactive mindset and the ability to translate complex information into clear outputs
*Applicants who demonstrate meticulous attention to detail and a commitment to quality and compliance
*People who value collaboration, clear communication, and delivering consistent results
Key requirements
*Proven experience in paraplanning
*Strong numerical and research skills with an eye for accuracy
*Familiarity with regulatory standards and an aptitude for documenting rationale and recommendations
*Excellent written and verbal communication, capable of preparing concise, client-ready materials
*Desire to develop professionally through study support and structured development plans
Location and working pattern
The role offers flexibility with hybrid working arrangements. This employer supports a balanced approach to in-office and remote collaboration, depending on team needs and personal preference.