Junior Paraplanner Opportunity

Seeking a detail-oriented and motivated Senior administrator wanting to jump into a Junior Paraplanner.

This position is ideal for someone currently working in financial services, perhaps as a financial administrator, or actively pursuing a Level 4 paraplanner qualification.

Perhaps you already have your Level 4 qualification and have been let down as a trainee financial adviser… This opportunity could be the structured and supported pathway you are searching for!

About the business

Dedicated to guiding our clients towards financial clarity and confidence. By joining our collaborative environment, you will play a critical role in supporting our advisers and delivering outstanding service.

Main Responsibilities

• Assist in preparing financial plans, reports, and tailored recommendations
• Conduct research on investment, pension, and protection products
• Draft suitability reports in accordance with compliance standards
• Collaborate with advisers to collect client information and maintain accurate records
• Communicate with providers and keep updated on industry developments

Candidate Profile

• Working towards or recently achieved the Level 4 Diploma in Financial Planning (CII or equivalent)
• Strong attention to detail and an eagerness to learn
• Excellent written and verbal communication skills
• Organised, proactive, and committed to career growth
• Familiarity with financial planning software (such as Xplan)

What is on offer

• Full support for further qualifications and career progression
• Practical, hands-on experience as part of a growing and supportive team
• A clear pathway for development, including potential advancement to senior paraplanner or adviser roles
• Competitive salary and benefits package of between £28,000 £35,000 depending on experience plus pension plus discretionary annual bonus
• Flexible working arrangements may be possible
• This role is primarily office-based in Cannock WS11
• Hours of work are 08:30 – 5:30
• Parking available