Job Description
Location: Near Milton Keynes (Hybrid Working Available)Salary: Up to £55,000 (DOE)Job Type: Full-time, Permanent
Are you a skilled Paraplanner looking for more than just the day-to-day? Want to feel valued, supported, and part of a collaborative and forward-thinking team?
We’re working with a highly regarded independent financial planning firm based near Milton Keynes, who are expanding their technical team. They’re offering more than just a job — they’re offering a career path, flexibility, and a culture where your ideas and expertise are appreciated.
The Role:
As a key member of the technical team, you’ll work closely with experienced Financial Planners, providing high-quality, tailored support. You’ll be instrumental in delivering outstanding client outcomes through research, cashflow modelling, and detailed report writing.
Your responsibilities will include:
* Preparing clear, compliant, and bespoke suitability reports across pensions, investments, protection, and estate planning
* Supporting advisers with technical analysis, product and fund research
* Conducting cashflow modelling and scenario analysis
* Maintaining accurate records and ensuring compliance with regulatory requirements
* Building strong relationships with advisers, clients, and providers
What We’re Looking For:
* Level 4 Diploma in Financial Planning (or working towards it)
* Proven paraplanning experience in an IFA or wealth management environment
* Strong technical knowledge, especially across pensions, investments & tax-efficient planning
* High attention to detail with excellent written communication skills
* Confident using back-office systems and financial planning tools (e.g., Voyant, iO, Selectapension)
What’s on Offer:
* Up to £55,000 salary, depending on experience
* Hybrid working - mix of home and office to suit your lifestyle
* Full support for further qualifications & Chartered status
* A genuinely supportive, team-first environment
* Modern offices with parking and great transport links
* Regular team socials, wellness perks, and a culture that values work/life balance
Apply now to Samantha at Financial Divisions.