Overview
Junior Paraplanner – Cannock (WS11) £30,000 DOE Study Support 25 Days Holiday
We re on the hunt for a Junior Paraplanner who s sharp, detail-oriented, and ambitious about building a long-term career in financial planning.
This is a fantastic opportunity for someone already working in financial services perhaps as an IFA Administrator or Trainee Paraplanner who s ready to take that next step.
At Concept Financial Services, we re passionate about helping clients achieve financial clarity and confidence. With a team of 6 experienced advisers, you ll play a key part in supporting them to deliver outstanding advice and service.
Responsibilities
* Assisting in the preparation of financial plans, reports, and recommendations
* Researching investments, pensions, and protection products
* Drafting suitability reports in line with compliance requirements
* Working closely with advisers to gather client information and build accurate records
* Liaising with providers and keeping up-to-date with industry changes
What We’re Looking For
* Already working in financial services (IFA admin, trainee paraplanner, or similar)
* Working towards or recently completed Level 4 Diploma in Financial Planning (CII or equivalent)
* Excellent attention to detail, organised, and proactive
* Strong written and verbal communication skills
* Familiarity with financial planning software (e.g. Xplan) is a bonus
What You’ll Get
* Salary up to £30,000 DOE
* Full study support to achieve your qualifications
* A clear progression path (Senior Paraplanner or future Adviser)
* 25 days holiday + bank holidays
* Supportive, close-knit team environment
* Primarily office-based role in Cannock (WS11), with a little flexibility when needed
If you re ready to step up in your career and join a firm where your development is genuinely supported, we d love to hear from you.
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