Technical Paraplanner | High-Quality Advice Firm | Hybrid | £40k–£50k
The Opportunity
You’ll be joining a well-established financial planning business where paraplanners are genuinely part of the advice process.
This is a role for someone who enjoys technical work, wants exposure to complex cases, and values working closely with advisers to shape client outcomes.
The Role
- Produce detailed, compliant suitability reports across pensions, investments & protection
- Carry out technical research and recommendations
- Support advisers on complex client strategies
- Liaise with providers and internal teams to ensure smooth case progression
- Ensure all advice meets regulatory standards
What They’re Looking For
- Level 4 Diploma (essential)
- Experience in paraplanning within an IFA / wealth environment
- Strong technical knowledge and attention to detail
- Confident communicator who enjoys working collaboratively
What’s In It For You
- Competitive salary (c.£40k–£50k)
- Hybrid working
- Exposure to high-quality advice and complex cases
- Clear progression into senior paraplanning or advice
- Supportive, professional environment focused on development
Why This Role Stands Out
You’re not sat in a corner churning reports - you’re involved in real planning decisions and client outcomes.
#INDJCWEA
Job Types: Full-time, Permanent
Pay: £40,000.00-£50,000.00 per year
Benefits:
- Company pension
- Life insurance
- On-site gym
- On-site parking
- Private medical insurance
- Work from home
Work Location: In person
