_{15th September, 2026}

Are you a Paraplanner that’s a dab hand with numbers?
  
Do you love supporting clients and getting stuck into analytics?
  
Well then! We have the perfect Paraplanner role for you!
  
We’re on the hunt for problem solvers, with a positive can-do attitude who are keen further their career in financial services
  
You’ll get to opportunity to work directly with the Managing Director to develop relationships with high worth individuals and make a real impact!
  
If you’re data driven & hungry to progress… APPLY!
  
As a Paraplanner, your responsibilities will include…
  

• Support Financial Planners with preparing client files, research, and draft financial plans
• Conduct technical calculations and analyse data to support recommendations
• Communicate with clients and providers via phone, email, and meetings
• Attend client meetings, take notes, and support the advice process
• Assist with implementation of financial strategies and general administration
• Act as a link between Financial Planners and Administration teams

  
We are looking for a Paraplanner with the following skills and experiences:
  

• Level 4 Diploma in Financial Planning (or working towards)
• Minimum 2-3 years’ experience in a paraplanning role
• Strong technical knowledge of financial planning tools, products, and MS Office
• High attention to detail with a structured, process-driven approach
• Excellent written and verbal communication skills with a client-focused mindset
• Strong team player, comfortable working in a collaborative, team environment

  
In return, the successful Paraplanner will receive a salary of £37,000 - £48,000 DOE plus the following benefits…
  

• Flexible working
• Working from home
• Private Medical Insurance
• Christmas shutdown

  
Fancy knowing more? Send your CV over for this Paraplanner position today!

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