Job Description
Paraplanner
Salary: £35,000 £45,000 DOELocation: Hybrid / Office-based (depending on business needs)Job Type: Permanent
Quick Questions:
* Do you have Paraplanner experience?
* Are you Level 4 Diploma qualified (or near completion)?
* Do you have strong technical knowledge of pensions, investments, tax planning, and protection products?
About the Company
A rapidly growing, Private Equity-backed independent financial planning group is looking to appoint an experienced Paraplanner to join its expanding paraplanning team.
This is an excellent opportunity for a Paraplanner who wants exposure to complex and interesting cases, structured career development, and genuine support towards advanced qualifications, including Chartered status.
The Role Paraplanner
As a Paraplanner, you will work closely with Financial Advisers and senior leadership to deliver accurate, compliant, and client-focused advice.
This Paraplanner position plays a key role in managing complex cases, maintaining technical excellence, and supporting the ongoing growth of the business. Youll also contribute to improving processes and ensuring consistency across all advice documentation.
Key Duties of the Paraplanner Role
* Produce high-quality suitability reports and recommendation letters covering investments, pensions, tax planning, trusts, and protection products
* Carry out in-depth research and technical analysis to support financial advice
* Prepare cashflow modelling and forecasts, including complex planning scenarios
* Work collaboratively with Advisers, Administrators, Compliance, and fellow Paraplanners
* Contribute to paraplanning processes and embed best practice across the team
* Stay up to date with legislative, regulatory, and industry changes affecting advice and clients
Skills & Experience Required
* Diploma in Regulated Financial Planning (Level 4) or equivalent (or close to completion)
* Previous Paraplanner experience, or a strong desire to progress into a Paraplanner role
* Solid technical knowledge of pensions, investments, tax planning, and protection products
* Strong understanding of FCA regulations and advice standards
* Excellent attention to detail with strong analytical and organisational skills
* Confident communicator with a collaborative, team-focused approach
Benefits Package
* Competitive salary (£35,000 £45,000 DOE)
* Death in Service (DIS)
* Employer pension contributions
* Ability to purchase additional holiday
* Support for ongoing professional development and qualifications
Apply Today Paraplanner Opportunity
Apply now for this Paraplanner role. A specialist consultant will be in touch to discuss your experience and career goals before submitting your CV to the hiring manager. Additional opportunities within adviser support may also be considered.
Please note: Due to high application volumes, individual feedback cannot be provided. If you have not heard from us within 7 days, please assume your application was unsuccessful.
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