Paraplanner

Are you an experienced Paraplanner looking for a role where you can truly thrive? Do you want to be part of a collaborative, friendly paraplanning team in a growing and forward-thinking national IFA firm? If so, this could be the perfect opportunity for you!

One of the Uks leading independent Financial Advisory firms is looking for Paraplanners and Senior Paraplanners to join their well-established team, supporting IFAs in delivering exceptional financial advice to wealth management clients.

With over 30 years of experience in providing the very best possible service to their clients, they truly believe that their client’s success begins with their people, so they are fully committed to your professional development and want you to reach your career goals.

Your role:

• Carrying out thorough research and calculations, consulting senior team members when needed
• Researching and reviewing relevant legislation, technical updates, and product information to support decision-making
• Conducting and delivering in-depth financial research on products and investments
• Analysing existing investment portfolios, comparing them against suitable benchmarks, and preparing bespoke investment reports for clients
• Preparing and interpreting complex plan information in order to complete transfer analysis
• Creating comprehensive financial planning reports across multiple financial areas
• Participating in firm-wide research projects, ensuring adherence to deadlines

Does this describe you?

• Diploma qualified with 3+ years of experience in an similar role
• Tech-Savy – A familiarity with XPlan, FE Analytics and Cashcalc and proficient in the use of in Microsoft Office
• Strong report writing expertise, showing a high standard of written and numerical skill
• Self-motivated and efficient, with a high level of accuracy and attention to detail
• Proactive & Team-Oriented – Someone who enjoys collaboration and contributing to a thriving team
• Professional, proactive, and a positive attitude with an ability to multi-task
• Self-organised and able to prioritise workload to meet agreed deadlines
• Experience in the Financial Advice/Wealth Management industry, with a knowledge and passion of providing excellent support and research

Reasons to Apply:

• A Supportive Team Culture: Many of their Paraplanners have been with the company for 10+ years! They work in pods, ensuring close collaboration with IFAs and strong internal support
• Career Development: Whether you want to progress into management, become an IFA, or continue developing your technical expertise, they offer clear pathways and training support
• Exciting Innovation: The CEO is committed to integrating AI into the advice process
• Hybrid Working & Flexibility: Work 3 days in the office, 2 days from home. Everyone comes in on Thursdays for team collaboration (and maybe a pub lunch!). Compressed hours available.
• Full-time preferred, but 3–4 day week / compressed hour options available
• Flexible Start Times: Work 8am–4pm, 9am–5pm, or 10am–6pm 
• Varied & Engaging Work: The company handles everything from complex pension switches and IHT planning to high-net-worth (HNW) client cases

If you’re ready to join a growing, dynamic team where Paraplanners stay and thrive, apply today!