If youre the kind of Paraplanner who takes pride in producing high-quality, technically sound advice and wants to play a central role in delivering outstanding client outcomes, this is a role where your work genuinely matters. Youll be supporting advisers at the sharp end of the advice process, shaping recommendations and reports that make a real difference to clients financial futures. Whats in it for you Youll be joining a well-established, highly regarded financial planning firm that genuinely invests in its people and values technical excellence. This role offers long-term career development, exposure to complex planning work, and the support you need to progress professionally. Competitive salary aligned to your level of experience 25 days holiday, increasing with length of service Employer pension contributions Death in service cover at four times salary Permanent health insurance providing long-term income protection Full funding and study support for professional qualifications What youll be getting stuck into as a Paraplanner Producing clear, client-focused suitability and strategy reports aligned to regulatory requirements Conducting detailed market and product research to support tailored financial planning solutions Analysing client information, existing arrangements and portfolios to shape recommendations Supporting advisers throughout the advice process, from research through to final reporting Preparing valuations, review commentary and documentation for ongoing client servicing Working closely with compliance to ensure advice meets internal standards and FCA regulation What youll bring to the table as a Paraplanner Previous experience in a Paraplanner role within a UK IFA environment CII Diploma in Regulated Financial Planning - completed or in progress Strong technical knowledge across pensions, retirement planning, investments and taxation Experience producing suitability reports and client-facing financial planning documentation Working knowledge of FCA regulation and compliance-led advice processes Confident using financial planning and back-office systems, including investment platforms and research tools If youre ready to take the next step as a Paraplanner and want a role where technical quality, development and long-term progression are genuinely valued, apply now. Candidate Source Ltd is an advertising agency. Once you have submitted your application it will be passed to the third party Recruiter who is responsible for processing your application. This will include holding and sharing your personal data, our legal basis for this is legitimate interest subject to your declared interest in a job. Our privacy policy can be found on our website and we can be contacted to confirm who your application has been forwarded to.