Paraplanner

Overview

Are you an experienced Financial Services Administrator looking for your next long-term opportunity? This is an excellent chance to join a highly respected independent financial advice firm with a fantastic culture of togetherness, teamwork, and professional growth.

The successful candidate will have experience as a Paraplanner, with good knowledge of a range of financial services. This is a full-time office-based position offering a starting salary of c £40,000, alongside a market-leading benefits package and the chance to work within a collaborative, people-focused environment. Hybrid working will be considered upon successful completion of probation.

• Deliver full paraplanning support and suitability reports
• Ensure compliance and accuracy
• Communicate professionally with clients
• Interpret client data to identify suitable solutions

• Experienced in paraplanning and report writing
• Strong attention to detail and compliance focus
• Level 4 Diploma in Regulated Financial Planning (DipPFS) or actively working towards completion
• Excellent organisation and client communication skills
• Committed to delivering high-quality, client-focused outcomes

Hours:

Monday – Friday, Full time

Salary: c £40,000 per annum, D.O.E

Job Type: Permanent