Job Description
Paraplanner
Worcester - Hybrid
Salary - £40,000 - £45,000 (DOE) + benefits
Looking to take the next step in your Paraplanning career? This is an exciting opportunity to join a growing Wealth Management team where you’ll work closely with Advisers, deliver high quality technical support, and play a key role in shaping client outcomes.
If you enjoy research, report writing and turning complex financial information into clear, client friendly recommendations, you’ll thrive here.
What You’ll Be Doing
* Producing high quality Financial Planning Reports
* Conducting detailed product and fund research to support client recommendations
* Acting as a key point of contact for client queries
* Preparing review packs, illustrations and submitting plans to providers
* Maintaining accurate, compliant client files
* Staying up to date with financial products, legislation and industry changes
* Ensuring all work meets regulatory and internal compliance standards
What You’ll Bring
* Experience in a Financial Advice or Wealth Management environment
* Strong paraplanning/report writing skills
* Diploma qualified (desirable) or working toward it
* Excellent communication and analytical skills
* High attention to detail and accuracy in written work
* Strong organisational skills and ability to manage competing priorities
* A positive, collaborative approach
What’s On Offer
* Full support with professional exams
* 25 days holiday + bank holidays
* Holiday purchase scheme
* In‑house training academy
* Annual salary review
* Birthday day off
* Life assurance & pension
* Clear progression pathway, including the option to move into an Adviser role
If you’re a motivated Paraplanner who loves problem solving, research and delivering exceptional client service, this role offers genuine development and long-term career growth.