Paraplanner

Paraplanner

Salary: Up to £50,000 (depending on experience)Location: Hybrid working - 3 days office-based, 2 days working from homeBenefits: On-site parking, professional study support, beautiful converted barn offices, supportive team culture

An established and growing Independent Financial Planning practice is looking to recruit an experienced Paraplanner to join its collaborative and client-focused team.

This is an excellent opportunity for an ambitious Paraplanner who enjoys the technical side of financial planning and is looking to work closely with advisers in a supportive environment that values professional development and teamwork.

Based in a stunning converted barn office with ample on-site parking, the business offers flexible hybrid working alongside genuine career progression opportunities.

The Role

Working closely with Financial Advisers, you will take ownership of the technical and analytical aspects of the advice process, helping to deliver high-quality financial planning solutions to clients.

Key Responsibilities

• Conducting detailed research and analysis across pensions, investments, protection and financial planning solutions
• Producing accurate, clear and compliant suitability reports and recommendation letters
• Preparing technical information and research for client meetings
• Analysing existing plans and recommending suitable solutions based on client objectives
• Providing technical support to advisers and assisting with more complex client queries
• Undertaking product and provider comparisons
• Assisting with pension, investment and retirement planning cases
• Supporting advisers with cashflow modelling and financial planning analysis
• Ensuring all client files meet internal standards and FCA regulatory requirements
• Liaising with providers and third parties to obtain information required for recommendations
• Maintaining accurate client records on the back-office system

About You

• Previous experience as a Paraplanner within an IFA, Financial Planning or Wealth Management environment
• Strong technical knowledge of pensions, investments and financial planning products
• Experience producing suitability reports and conducting research
• Diploma qualified (Level 4) preferred, or actively working towards Chartered status
• Experience using Intelliflo and financial planning tools would be advantageous
• Excellent report-writing and communication skills
• Strong analytical and problem-solving abilities
• High attention to detail with a focus on compliance and accuracy
• Able to manage multiple cases and deadlines effectively

What's on Offer?

• Salary up to £50,000 depending on experience
• Hybrid working with 2 days per week from home
• Modern converted barn offices with free parking
• Study support and assistance towards professional qualifications
• Supportive and experienced team environment
• Genuine long-term career development opportunities
• Opportunity to work within a growing, independent financial planning practice with a strong team culture

If you're a technical and detail-oriented Paraplanner looking to join a business that genuinely invests in its people, we'd love to hear from you.