Paraplanner

A well-established and fast-growing financial planning firm is looking to recruit an experienced Paraplanner to join its national paraplanning function. This is an excellent opportunity for a qualified or part-qualified paraplanner seeking long-term career development within a supportive, forward-thinking environment. The role Working closely with Financial Advisers, you will play a key role in the delivery of high-quality financial advice. The position is technically focused and offers exposure across a broad range of planning areas including pensions, investments, protection, and estate planning. Key responsibilities include: • Conducting detailed financial analysis and cashflow modelling • Preparing suitability reports and financial planning documentation • Supporting advisers with technical research and recommendations • Using financial planning and back-office systems to model scenarios • Ensuring all work is completed in line with FCA regulations • Maintaining accurate and up-to-date client records About you • Qualified or working towards the CII Level 4 Diploma • Strong technical knowledge across pensions, investments, and personal tax • Previous experience in a paraplanning or financial planning support role • High attention to detail and strong organisational skills • Confident communicator, both written and verbal • Comfortable working to deadlines in a regulated environment Working pattern • Hybrid working is standard across the business: 3 days in the office, 2 days from home • This structure is not flexible, but offers consistency and strong team collaboration Career progression The firm is experiencing significant growth and offers clear long-term progression opportunities across multiple areas of the business. Paraplanners wishing to progress into client-facing adviser roles are typically supported into a structured pathway within the Wealth Builder Advice function, with full training and exam support provided. Package & benefits • Salary circa £45,000, dependent on experience • Matched pension contributions • Private medical insurance • Life assurance and income protection • Generous holiday allowance (with increases for long service) plus birthday off • Full exam, study and professional subscription support • Enhanced family leave and wellbeing support • Additional lifestyle benefits including cycle-to-work and electric car schemes If you’re a paraplanner looking for stability, progression, and the chance to grow with a successful firm, this role offers an excellent next step.