Job Description
Junior / Step-Up Paraplanner
A progressive and growing independent financial advice firm is looking to appoint a Junior / Step-Up Paraplanner to support its Financial Advisers and develop into a full Paraplanner role.
This opportunity is ideal for an ambitious financial planning professional who has started their Level 4 Diploma in Financial Planning, has experience writing suitability or recommendation reports, and is now looking for increased responsibility, technical exposure, and a clear route for progression.
Salary up to £40,000 + Bonus & hybrid working 3 days in the office and 2 days from home
The Role
Working alongside experienced Paraplanners and Advisers, the successful candidate will:
* Support the preparation of suitability and recommendation reports
* Assist with research across pensions, investments, and protection products
* Help analyse client circumstances, objectives, and risk profiles
* Carry out cashflow modelling and basic technical analysis
* Maintain accurate client records and documentation on back-office systems
* Develop the confidence to support and challenge adviser recommendations as experience grows
About You
* GCSEs (or equivalent) including English and Maths
* Currently studying towards the Diploma in Financial Planning (Level 4)
* Experience in an IFA or Wealth Management environment
* Some experience producing client-facing reports or suitability letters
* Strong attention to detail and a genuine interest in financial planning
* Motivated, curious, and keen to progress into a full Paraplanner role
Why Apply
* A clear development pathway into a Paraplanner position
* Structured training and technical mentoring
* Hybrid / agile working model
* Generous holiday allowance with holiday trading
* Employer pension contributions and flexible benefits package