Paraplanner
Stansted Mountfitchet
£40,000 – £55,000 (depending on experience)
Hybrid working (Monday and Friday from home)
Client Overview
This is a boutique, whole-of-market financial planning firm of 22, known for delivering genuinely holistic and personalised advice. Relationships matter here - both with clients and within the team.
Paraplanning is seen as a core part of the advice process,. You’ll sit alongside a lead adviser, supported by a client manager and a dedicated administration team, working together to deliver a seamless experience.
This would suit an experienced Paraplanner, Diploma qualified, who enjoys building technical knowledge and being involved in the wider client journey.
Role Details
*Working closely with a lead adviser, you will be producing high-quality suitability reports and undertaking detailed technical research.
*Carrying out cashflow forecasting and preparing bespoke reports tailored to individual client objectives.
*Attending client meetings, helping capture actions and ensuring follow-ups are completed smoothly.
*Contributing to holistic financial planning strategies using whole-of-market research.
*Operating within a collaborative team of adviser, client manager and admin support, where communication is open and shared.
*Ideal for someone who enjoys the technical depth of paraplanning but also values being part of a close-knit team environment.
Benefits / Details
*£40,000 – £55,000 salary depending on experience.
*Hybrid working with Mondays and Fridays from home.
*25 days holiday, 5% pension, private medical, critical illness and death-in-service cover.
*Full exam support through to Chartered status.
*Clear progression into an Adviser role for those who want that long term.
If this sounds like the right kind of role and culture for you - please apply.