Paraplanner

Associate ParaplannerA progressive and growing independent financial advice firm is looking to appoint an associate 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 RoleWorking 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