Hybrid | 3 days in the office, 2 from home
Salary: £29,000 - £32,000 (flexible DOE)
Are you looking to take the next step in your paraplanning career with a supportive, forward‑thinking financial planning firm? We're partnering exclusively with a highly reputable wealth management business that prides itself on quality advice, exceptional client service, and long‑term staff development.
They're now seeking a Paraplanner to join their expanding team - and they're also open to considering candidates on the more junior end of the experience scale who are eager to learn and grow.
What you'll be doing
Supporting Financial Advisers in preparing high‑quality suitability reports
Conducting research across a range of financial products
Producing cashflow models and technical analysis
Maintaining accurate client records and documentation
Working collaboratively with advisers, administrators, and other paraplanners to ensure a seamless client journeyWhat they're looking for
Paraplanning or financial planning admin experience (or similar)
Progress towards Level 4 Diploma (or a willingness to work towards it)
Strong attention to detail and a genuine interest in financial planning
Good communication skills and a proactive, positive approachWhat's on offer
£29,000 - £32,000 salary depending on experience
Hybrid working: 3 days in the office, 2 from home
Study support and ongoing professional development
A welcoming, knowledgeable team where progression is genuinely supported
The opportunity to grow within a business that values quality over volume