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.
🔎 What You’ll Be Doing
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