Paraplanner

An established and forward-thinking independent financial advice business is looking to appoint an experienced Paraplanner who is keen to move into a more technical, research-led role within a genuinely supportive environment. This opportunity is ideal for a paraplanning professional who already has strong foundations but is now seeking greater exposure to complex cases, higher-quality technical work, and the time and support to do the job properly. Salary up to £50,000 + Bonus & hybrid wokring 3 days in the office and 2 from home Paraplanners stay with this business because technical expertise is respected, workloads are realistic, and there is genuine investment in development rather than a “production-line” approach to advice. The business is particularly keen to speak with individuals who have started or are progressing through the Level 4 Diploma in Financial Planning and who already have hands-on experience producing suitability reports. The Role • Analyse complex client circumstances, objectives, and risk profiles • Conduct detailed research across pensions, investments, and protection solutions • Produce cashflow modelling and technical analysis to support advice strategies • Prepare high-quality, compliant suitability and recommendation reports • Work closely with advisers, constructively challenging recommendations where appropriate • Maintain accurate and up-to-date client records on back-office systems The Ideal Candidate • GCSEs (or equivalent) including English and Maths • Studying towards or holding the Diploma in Financial Planning (Level 4) • Experience in an IFA or Wealth Management environment • Strong, demonstrable experience writing suitability and recommendation reports • Confident technical knowledge across pensions, investments, and protection • Corporate or employee benefits exposure is beneficial but not essential Why This Role • A clear focus on technical depth and complex planning work • A collaborative culture where paraplanners’ expertise is valued • Supportive management and realistic workloads • Hybrid and agile working model • Ongoing professional development with salary increases linked to qualifications The Package • Competitive salary • Generous holiday allowance with holiday trading options • Employer pension contributions based on total earnings • Flexible benefits allowance, including private medical cover, protection benefits, and lifestyle options