Are you a Paraplanner who wants to do more than just write reports?

This is your chance to join a growing independent financial planning firm where your voice will be heard, your ideas valued, and your career supported.

The Role

As a key part of the advice team, you’ll work alongside experienced Financial Planners, a junior Paraplanner, and support staff to deliver tailored financial planning for a wide variety of clients. You’ll have real influence in shaping reporting processes, developing smarter initiatives, and embedding cashflow modelling and estate planning into the firm’s client service.

Your responsibilities will include:

• Producing bespoke, compliant suitability reports for pensions, investments, protection, and estate planning
• Supporting advisers with technical research and product analysis
• Conducting cashflow modelling and scenario planning using Intelligent Office and Dynamic Planner
• Maintaining accurate records in line with FCA standards
• Collaborating closely with advisers, clients, and support staff to deliver outstanding outcomes
• Helping to drive continuous improvement in reporting and client communication

About You

Level 4 Diploma in Financial Planning (essential)

Proven paraplanning experience within an IFA or wealth management firm

Strong technical knowledge across pensions, investments, and tax-efficient planning

Excellent written communication and report-writing skills

Confident working with systems such as Intelligent Office, Dynamic Planner, FE Analytics

Commercially minded, proactive, and comfortable voicing ideas

Desirable:

• Experience with cashflow modelling tools
• Exposure to HNW clients and complex planning cases
• Ambition to progress toward Chartered Financial Planner status

What’s on Offer

• Salary up to £55,000 (DOE)
• Hybrid working – blend office collaboration with home flexibility
• Opportunity to work in a close-knit team with strong community connections
• Support toward further qualifications and long-term career progression
• Involvement in firm-wide initiatives, not just technical support
• Regular team socials and a culture that values both quality and work-life balance

To apply or discuss in confidence, please contact:

Ryan at Financial Divisions