Quick Questions:

• Do you have Paraplanner experience?
• Are you Level 4 Diploma qualified (or near completion)?
• Do you have strong technical knowledge of pensions, investments, tax planning, and protection products?

Benefits:

• DIS
• Ability to purchase additional holiday
• Pension contributions
• Competitive salary

About the Company:

A rapidly growing, Private Equity-backed independent financial planning group is seeking a Paraplanner to join their expanding paraplanning team. This is a fantastic opportunity to work in a high-growth, collaborative environment, supporting advisers and contributing to excellent client outcomes.

The Role:

The successful candidate will work closely with advisers and senior leadership to deliver accurate, compliant, and client-focused advice. This is a key role within the team, providing support on complex cases and helping to maintain high-quality advice standards across the business.

Key Duties:

• Produce suitability reports and letters covering investments, pensions, tax planning, trusts, and protection products.
• Conduct research and detailed analysis to support financial advice.
• Prepare cash flow forecasts and assist with complex planning cases.

Skills & Experience Required:

• Diploma in (Regulated) Financial Planning (or equivalent), or near completion.
• Paraplanning experience, or strong interest in progressing into paraplanning.
• Excellent understanding of FCA regulations and advice standards.
• Strong technical knowledge of pensions, investments, tax planning, and protection products.

Apply Today:

Submit your application now. A specialist consultant will contact you to discuss your skills and motivations before submitting your CV to the hiring manager. Other suitable roles may also be suggested.

Note: Due to high application volume, individual feedback cannot be provided. If you haven’t heard from us within 7 days, please assume your application was unsuccessful.