Paraplanner – Up to £45,000 + Bonus

Location: UK (Hybrid – 2–3 office days)
Hours: 37.5 per week

A leading independent financial planning firm is looking for an experienced Paraplanner to support advisers with high-quality research, analysis, and suitability reports. This is a great opportunity to join a growing business offering strong career progression and full exam support.

Key Responsibilities

• Produce compliant suitability reports
• Conduct research across pensions, investments, protection & estate planning
• Support advisers with analysis and cashflow modelling
• Maintain accurate client records
• Liaise with advisers to ensure recommendations meet client needs

Requirements

• Level 4 Diploma in Financial Planning
• Experience in an IFA/Wealth Management environment
• Strong technical knowledge across core financial planning areas
• Excellent communication, organisation, and attention to detail
• Experience with systems such as IO, FE Analytics, or similar (desirable)

Salary & Benefits

• Up to £45,000 + discretionary annual bonus
• Hybrid working (2–3 days in office)
• 26 days holiday + bank holidays + your birthday off
• 5% flexible benefits allowance (buy extra holiday, medical, dental, life cover etc.)
• Aegon pension (auto-enrolment)
• 3-month probation
• 2-month notice period
• Extra Christmas leave at company discretion
• Employee Benefit Trust membership (share of future private equity exit)
• Full exam support — funded exams, materials, study day, and salary increases for AF passes

Please apply below and one of our consultants will reach out to you.