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Office-based (Monday to Friday)
£35,000 - £42,000
This opportunity is perfect for experienced paraplanners (minimum 1 year in-role) who enjoy working closely with advisers and support teams to deliver tailored financial planning advice. If you're looking to deepen your technical knowledge, be part of a supportive team, and play a critical role in helping clients achieve financial peace of mind—this role is for you. In return, you'll receive a competitive salary, generous benefits, and the chance to grow in a forward-thinking, well-established firm.
The Business
This is a long-standing, directly authorised financial planning firm with a 25-year track record of helping individuals and businesses with their financial goals. The team is built on collaboration, integrity, and professionalism. While they’re well-rooted in South, their reputation and client base extend across the UK.You’ll be joining a supportive paraplanning team and working closely with directors and advisers, with the tools and structure in place to deliver high-quality, compliant advice. The company values quality over quantity and takes pride in creating tailored, client-centric solutions.
The Role
You’ll be at the heart of the advice process, turning complex financial plans into clear, compliant, and engaging client reports. A typical day might include researching pension and investment solutions, creating cash flow plans, preparing suitability letters, and working alongside the adviser and sales support to deliver seamless client outcomes.You’ll also contribute to improving internal processes, liaise with compliance to ensure files meet FCA standards, and stay current on industry changes. The team works in a structured and consistent way—your input into evolving paraplanning procedures will be welcome.
Benefits
- Salary £35,000 - £42,000 (depending on experience & qualifications)
- 25 days holiday + bank holidays
- Employer pension contribution
- Death in service cover
- Yearly bonus
- Financial planning services
- On-site parking
- Company events
- 9:00 - 17:00 working hours, Monday to Friday
How to Apply
The application process is straightforward—just submit your CV and we’ll be in touch. Expect a friendly, professional two-stage interview process, starting with an initial call followed by an in-person meeting with the senior team at the office.
