Job Description
?? Easily Accessible from Bedford, Luton, Aylesbury, and Surrounding Areas?? Full-Time | Permanent | Hybrid Working (2-3 Days Office Based)
Are you a Paraplanner who wants more than just writing reports? Are you looking to join a friendly, forward-thinking financial planning firm that values its people, supports your growth, and genuinely respects your work/life balance?
We’re working with a charming, highly regarded independent financial planning firm just outside Milton Keynes that offers the best of both worlds: a relaxed, collaborative team culture and the technical depth and progression you'd find in a larger firm. They’re growing—and looking for a like-minded Paraplanner to join their close-knit team.
?? What You'll Be Doing:
As a Paraplanner, you’ll be supporting experienced advisers by delivering high-quality technical analysis, suitability reports, and client-ready financial plans. Your day-to-day will include:
* Preparing tailored, compliant suitability reports across pensions, investments, protection, and estate planning
* Conducting research, cashflow modelling, and scenario analysis
* Liaising closely with advisers to shape effective financial strategies
* Managing technical queries and ensuring compliance with FCA regulations
* Building strong relationships with clients and providers alike
? What You’ll Need:
* Level 4 Diploma in Financial Planning (or actively working towards it)
* Experience as a Paraplanner within an IFA or wealth management environment
* Strong understanding of pensions, investments, tax planning, and compliance
* Excellent communication and analytical skills
* Familiarity with tools such as Voyant, Selectapension, and Intelligent Office (iO) is a bonus
�? What You’ll Get:
* Up to £55,000 salary, depending on experience
* Hybrid working - typically 2-3 days in the office per week
* Full support toward Chartered status and ongoing development
* A genuinely lovely team who care about your wellbeing and career
* Modern offices with free parking and strong transport links to Milton Keynes, Bedford, Luton, and beyond
* Regular team socials, wellness perks, and a relaxed but professional atmosphere
This is the perfect next step for a Paraplanner who’s looking to be more than "just the report writer." If you're in Bedfordshire or Buckinghamshire and want to be part of a firm that truly values your contribution, we’d love to hear from you.
?? Apply now or get in touch for a confidential chat with Laura McKendry at Financial Divisions