Full job description Paraplanner Opportunity
Worcester | Hybrid Working
£40,000 – £45,000 DOE + excellent benefits


Ready to take the next step in your Paraplanning career?
An exciting opportunity has arisen to join a growing Wealth Management firm where you’ll work closely with Advisers, provide high level technical support, and play a key role in delivering outstanding client outcomes.
If you enjoy research, report writing and turning complex financial information into clear, client friendly advice, this could be the perfect move.


What We’re Looking For
• Experience within Financial Advice or Wealth Management
• Strong Paraplanning and report writing skills
• Diploma qualified or working towards it
• Excellent communication and analytical abilities
• High attention to detail and accuracy
• Strong organisational skills with the ability to manage priorities
• A positive, collaborative mindset


What’s On Offer
Full support with professional exams
25 days holiday + bank holidays
Holiday purchase scheme
In-house training academy
Annual salary reviews
Birthday day off
Life assurance & pension
Clear progression pathway, including Adviser opportunities


This is a fantastic opportunity for a motivated Paraplanner looking for genuine career development, long term progression and the chance to join a supportive, forward thinking team.
Interested? Get in touch to find out more.