Hours: 35 hours per week (flexible working options)Salary: £38,000 - £45,000 (depending on experience) About the Role I'm working a well-established, independent financial planning firm with a strong reputation for client-focused advice. Their business is built for long-term sustainability, with a unique ownership structure guaranteeing continuity for decades to come, without the possibility of the company being sold or merged.
We are seeking an experienced Paraplanner to join our close-knit team. You will play a key role in preparing detailed financial reports, conducting technical research, and supporting our advisers in delivering high-quality advice. This is a hands-on role for someone who enjoys working with complex financial planning strategies.
25 days holiday plus your birthday, 10% pension contribution (5% employer, 5% employee), 4x death in service cover, and healthcare cash plan
Work-life balance: Guaranteed 2 days remote working, flexible hours, and a dedicated staff-only day off
Career development: Full funding for professional exams, paid study leave, and salary increases upon qualification
Office parking, EV charging points, and a collaborative team environment
Proven experience creating comprehensive financial reports (not just formatting templates)
Strong technical knowledge across pensions (including SASS), IHT planning, and investment solutions
Ability to work independently while supporting a team of financial advisers
Looking for a long-term role in a stable, professional environment
Mixture of private (75%) and corporate (25%) clients
Generalist financial planning practice with interesting, varied work
Next Steps If you are an experienced Paraplanner seeking a stable, professional home where your expertise will be valued, please apply with your CV and a brief summary of your most complex report-writing experience