A forward-looking financial services firm is expanding its advisory support function and seeks a capable paraplanner to join the team in a central, well-connected location. This employer values precision, collaborative problem-solving, and ongoing professional development, offering a platform for career growth and greater autonomy.

What’s in it for the candidate

• Salary up to £50,000, with regular reviews and support for professional study.
• Flexible working options and a hybrid approach to location, with hybrid working 3 days in the office.
• A clear path to progression, with increasing autonomy and broader responsibilities over time.
• A collaborative culture that includes mentoring, knowledge sharing, and opportunities to learn from experienced colleagues.
• Exposure to a broad range of financial planning activities and client-facing elements within appropriate guardrails.

Role overview

• Prepare accurate client meeting packs, illustrations, and initial drafts of advice documentation in line with firm standards.
• Undertake data gathering, fact finding, and verification to ensure robust inputs for planning work.
• Assist with cash-flow modelling and scenario planning to support advisers’ recommendations.
• Contribute to the creation of compliant, well-structured recommendations and documentation in line with regulatory guidelines.
• Maintain client records and support smooth administration to enable efficient adviser workflows.
• Liaise with product providers and back-office teams to obtain necessary information and streamline processes.
• Participate in continuous process improvement, including updates to templates and checklists.

Ideal candidate profile

• Demonstrable paraplanning experience
• Level 4 Diploma
• Strong numerical ability, meticulous attention to detail, and comfort with modelling tools.
• Solid understanding of the financial planning process and regulatory expectations.
• Excellent written and verbal communication skills with the ability to convey complex concepts clearly.
• Collaborative and well-organised, capable of prioritising multiple tasks in a fast-paced environment.
• Proactive attitude with a genuine desire to learn and develop professional qualifications with employer support.

About this employer and how to take the next step

This growing operation offers a supportive team environment, with emphasis on development, flexibility, and a thoughtful approach to work-life balance. Applications are welcomed from candidates who want to build a long-term career in financial planning support, with meaningful progression opportunities. This posting is designed to be fully anonymised; details about the exact location and indexable identifiers are intentionally omitted.