Paraplanner

Are you an experienced, Level 4 qualified Paraplanner looking for a role that offers genuine flexibility, a supportive working environment and excellent long-term career prospects?

We are working with an established and forward-thinking financial planning firm that is looking to appoint an experienced Paraplanner to join its growing team.

This is an excellent opportunity to join a business that recognises the importance of work-life balance and takes a refreshingly flexible approach to how its employees work.

Rather than adopting a one-size-fits-all policy, the firm is happy to discuss individual working arrangements, offering a combination of home and office-based working following an initial training period.

The Role

Working closely with Financial Advisers and the wider support team, you will play an important role in delivering high-quality financial planning advice and technical support.

Your responsibilities will include:

• Preparing comprehensive suitability reports, recommendation reports and annual reviews.
• Undertaking detailed product and investment research.
• Conducting due diligence and providing technical support to Financial Advisers.
• Ensuring all recommendations and documentation meet regulatory and compliance requirements.
• Working collaboratively with advisers and administrators to deliver an excellent client experience.
• Supporting and coaching less experienced members of the paraplanning team where appropriate.
• Contributing to the ongoing development and improvement of internal processes.

About You

We are keen to speak with Paraplanners who can demonstrate:

• Level 4 Diploma in Regulated Financial Planning
• Ideally a minimum of two years' experience in a dedicated paraplanning role.
• Strong technical knowledge across pensions, investments and financial planning.
• Experience preparing suitability reports and supporting holistic financial advice.
• A sound understanding of compliance and regulatory requirements.
• Excellent organisational skills and attention to detail.
• The confidence to work independently while contributing positively to a wider team.

What's on Offer?

• Genuine hybrid and flexible working arrangements following initial training.
• A friendly, relaxed and modern working environment.
• Competitive salary and an attractive benefits package.
• A supportive and collaborative team culture.
• Opportunities for continued professional development.
• The chance to mentor and support newer members of the team.
• Excellent long-term career prospects and progression opportunities.
• A business that values its people and understands the importance of work-life balance.

Interested?

If you're an experienced Paraplanner looking for a position that combines technical variety, genuine flexibility and a positive working environment, we'd welcome the opportunity to speak with you.