Back to search
Paraplanner£40,000 – £45,000 | Hybrid Working | Shropshire Region
A high-performing, independent wealth management firm is seeking an experienced Paraplanner to join its growing technical team. This is a rare opportunity to join a business with a strong reputation for delivering bespoke, client-centric financial planning and a genuine focus on long-term relationships.
You’ll work closely with experienced Financial Planners and fellow Paraplanners to support high-net-worth individuals, business owners, and professionals across a wide range of financial planning areas.
The Opportunity:Join a stable and established firm with over 25 years of independent advice deliveryWork with a highly qualified, collaborative team that values integrity and professionalismSupport Financial Planners in delivering lifetime cashflow modelling, retirement planning, investment advice, and estate planningEnjoy a hybrid working model (typically 2–3 days in office) with flexibility and autonomyBenefit from clear progression pathways toward Chartered status and long-term career growth
Key Responsibilities:Produce high-quality suitability reports and recommendation lettersConduct detailed research and analysis across pensions, investments, and protectionPrepare cashflow modelling and scenario planning for client meetingsWork alongside Financial Planners, Compliance, and Admin teams to ensure timely, compliant advice deliveryMaintain accurate records and keep up to date with regulatory and product changes
Requirements:Level 4 Diploma in Regulated Financial Planning (or working towards completion)Proven experience in a paraplanning role within a financial planning or wealth management firmStrong technical knowledge across pensions, investments, tax, and protectionExcellent communication and report writing skillsHighly organised, detail-focused, and able to work proactively within a team
Salary & Benefits:£40,000 – £45,000 basic salary (depending on experience)Hybrid working (typically 2–3 days in the office)Support with further study and examsFriendly, supportive team cultureExcellent long-term career prospects
If you’re a technically strong Paraplanner looking to work in a quality-led, independent firm that invests in its people, apply today or contact us for more information.
