Specialist Recruiters in Financial Services Job Title:Paraplanner
Worcester (Office-based)
Salary:£35,000 £40,000 per annum (depending on qualifications and experience)
25 days annual leave plus bank holidays and your birthday off
~ Matched pension contributions up to 4%
~£50,000 Critical Illness Cover
~Private Medical Insurance
~ Fully supported training and development, including further qualifications
~ Our client is a well-established, independent Chartered Financial Planning firm known for delivering high-quality, client-focused advice.
With a strong commitment to ethical standards, sustainability, and community engagement, the business promotes a collaborative and values-driven culture. They pride themselves on supporting both clients and employees, encouraging professional development and fostering long-term career progression.
Undertake cashflow planning analysis
Maintain accurate client records on Intelligent Office and SharePoint
Collaborate closely with Financial Planners to deliver high-quality client outcomes
Support the wider technical team in meeting regulatory and business objectives
Minimum of 2 years experience in a paraplanning or technical report-writing role
Strong understanding of financial services regulation and legislation
Knowledge of investment, pension, and protection products, including attitude to risk
Proficiency in Microsoft Word, Excel, and Outlook
Commitment to ongoing professional development
Experience using Intelligent Office and SharePoint
Strong technical knowledge across financial planning areas