Paraplanner

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.