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An exciting opportunity has arisen to join a respected national financial services and wealth management organisation known for its client-focused approach and commitment to delivering high-quality, personalised advice. With multiple offices across the UK and a reputation for excellence, this firm offers a collaborative, forward-thinking environment with clear progression opportunities.
As part of their expanding team, they are now looking for a qualified Paraplanner to provide high-quality technical support to Financial Planners. This role offers exposure to complex financial planning scenarios, structured development, and the opportunity to work closely with highly experienced professionals.
Location: Hybrid (2 days in the office, 3 from home)Salary: Up to £45,000 basic + bonus and benefitsContract: Full-time, permanent
Key Responsibilities
- Provide technical support to Financial Planners in the preparation of client advice
- Conduct detailed product and fund research in line with client objectives
- Create financial plans and cashflow models using modern tools and platforms
- Assist with report writing, fund switches, and encashment letters
- Liaise with product providers and third parties to support the advice process
- Maintain accurate client records and ensure compliance with FCA regulations
- Contribute to a collaborative, high-performing team environment
What You’ll Need
- Diploma in Regulated Financial Planning (Level 4)
- Experience in a paraplanning or technical support role within financial services
- Strong understanding of the financial planning process and regulatory environment
- Excellent attention to detail, analytical skills, and the ability to manage deadlines
- Comfortable using financial planning software, research tools, and Microsoft Office
Benefits
- Competitive basic salary up to £45,000
- Hybrid working model (2 days in-office, 3 days from home)
- 25 days holiday plus bank holidays (with buy/sell options)
- 4x salary Group Life Assurance
- 5% employer pension contribution
- Private Medical Insurance
- Group Income Protection
- Plus, a wide range of additional benefits and wellbeing perks
This is a great opportunity for a motivated and detail-oriented Paraplanner to join a supportive and ambitious firm that values personal development and long-term career growth.
