About this role
Career Paraplanner/Trainee Paraplanner
£30,000 to 39,000 (DOE) Office Based | 1 Day Working from Home | Flexi-Time Available
A highly respected and growing Financial Planning firm is seeking a Career Paraplanner to join its established team.
This opportunity is ideal for a Paraplanner who genuinely enjoys the technical side of financial planning and sees paraplanning as a long-term career, rather than simply a route into advising. The firm is happy to consider both experienced Paraplanners and those who are earlier in their qualification journey, provided they have existing paraplanning experience and a desire to develop within the role.
The Role
Working closely with Financial Advisers, you will provide technical support across a broad range of financial planning cases, helping to deliver high-quality advice and client outcomes.
Responsibilities include:
Analysing client fact-finds and financial informationConducting research on pensions, investments and protection solutionsPreparing high-quality suitability reportsResearching providers, platforms and investment solutionsSupporting advisers with recommendation developmentUndertaking technical analysis and due diligenceLiaising with compliance teams to ensure regulatory standards are metWorking alongside administrators throughout the advice processAssisting with the implementation of new businessMaintaining technical and regulatory knowledge through ongoing CPD About You
The ideal candidate will have:
Previous paraplanning experience within a Financial Planning or Wealth Management firmProgress towards the Level 4 Diploma in Financial Planning, or already qualifiedStrong report writing and technical research skillsExcellent attention to detailA good understanding of compliance and regulatory requirementsStrong communication and organisational skills Most importantly, you will value the paraplanning profession and be looking to build a long-term career within a technical role. The business has a strong advisory team in place and is looking for someone who is happy to continue developing as a Paraplanner over the next few years rather than seeking an immediate move into advice.
What's on Offer?
Competitive salary and benefits packagePension schemePrivate healthcare1 day per week working from homeFlexi-time schemeOngoing study support and professional developmentFriendly and collaborative team environmentLong-term career stability within a growing business This is an excellent opportunity to join a successful financial planning firm that genuinely values its Paraplanners and provides the support, flexibility and career progression needed to build a rewarding long-term future.