Paraplanner
Location: Stansted/Cambridge (Hybrid working available)
Salary: £35k to £50k DOE + Discretionary Bonus + Excellent Benefits incl. support with professional qualifications and membership
Contract: Full-time, Permanent
About the Role:
We are looking for a Level 4 qualified Paraplanner who thrives in a client-facing environment and is keen to progress into an adviser role in the future. This is a dedicated paraplanning position focussing on delivering high-quality technical support and working closely with Financial Advisers to help shape and deliver outstanding financial planning solutions.
Key Responsibilities:
* Attend client meetings, where required, with advisers to support the advice process and build rapport.
* Prepare detailed financial plans, cash flow models, and suitability reports.
* Conduct technical research and due diligence on financial products, platforms, and providers.
* Maintain accurate client records and ensure compliance with FCA regulations.
* Support the implementation of financial recommendations and follow-up actions.
* Contribute to annual reviews and ongoing client servicing.
What We’re Looking For:
* Level 4 Diploma in Financial Planning (or equivalent) — essential.
* Experience in a paraplanning role within financial services or wealth management.
* Strong technical knowledge across pensions, investments, protection, and tax planning.
* Excellent communication and interpersonal skills, with a passion for client interaction.
* Proficiency in CRM systems and financial planning tools.
What’s on Offer:
* Competitive salary and discretionary bonus.
* Hybrid working and flexible hours.
* Comprehensive benefits package.
* Supportive and collaborative team culture.
* Ongoing professional development and adviser training pathway.
If you're a qualified paraplanner looking to take the next step in your career and move towards becoming an adviser, we’d love to hear from you.
To discuss further, please contact marie.mcdermott@tate.co.uk