An opportunity awaits an experienced Paraplanner to join a progressive, people-focused financial planning firm in Norwich. This business has built a strong reputation for its collaborative culture, emphasis on development, and open communication style, creating an environment where paraplanners truly have a voice. Working closely with a Financial Services Manager and a team of skilled Advisers and Paraplanners, you’ll play a pivotal role in supporting technical planning, ensuring compliance, and contributing to exciting development projects.
The package
Salary range up to £43,000 (DOE + qualifications) company bonus paid annually, exam support: full funding with post-qualification bonus and retention plan, flexible working: office-based for the first 6 months, then up to 2 days WFH (subject to approval), career development, genuine progression opportunities and personal mentoring, culture - flat hierarchy, open communication, and social, team-oriented environment, parking available at separate sites.
The day to day:
* You’ll provide high-quality technical support to Financial Advisers, ensuring advice is compliant, accurate, and client-focused. Your day-to-day will include:
* Conducting detailed research and analysis to support recommendations.
* Preparing suitability reports and annual reviews.
* Building and maintaining strong relationships with advisers and admin teams.
* As a valued member of the team, your opinion will matter.
* You’ll be encouraged to challenge ideas, identify issues, and collaborate to achieve the best client outcomes.
* Contributing to internal projects.
You will have/be:
* Diploma in Financial Planning (DipPFS) or be close to completion (1–2 units remaining)
* Minimum 3 years’ experience within an IFA environment
* Strong technical knowledge and report writing skills
* Confident, approachable, and a strong communicator, someone who thrives in a collaborative, social, and fast-paced office