Benefits:

• 25 days’ annual leave plus bank holidays
• 6% employer pension contribution
• Death in Service cover (4x salary)
• Full study and exam support
• Salary increases as professional qualifications are achieved
• A day off for exams
• Free on-site parking
• Flexible hybrid working, with up to four days per week from home, depending on experience and role requirements
• Full-time and part-time opportunities considered

About the Company:

Our client is an established financial planning firm providing tailored financial advice and wealth management services to high-net-worth individuals, including doctors, medical consultants, GPs and dentists.

With a strong focus on putting clients first, maintaining high professional standards and doing the right thing, the firm has built a supportive team environment where accuracy, honesty and a genuine passion for client service are highly valued.

Due to continued development and internal progression, they are looking to welcome an experienced Paraplanner to the team. This is an excellent opportunity to join a growing business where you can contribute to the delivery of high-quality financial planning services while developing your own career.

Key Responsibilities:

• Providing comprehensive paraplanning support to Financial Advisers, helping deliver a high-quality service to clients.
• Preparing accurate, detailed and compliant suitability reports and financial planning recommendations.
• Supporting the research and analysis of pensions, investments and other financial planning solutions.
• Using financial planning tools and systems to support cashflow modelling and client recommendations.
• Assisting with client reviews, ensuring all information is accurate, up to date and compliant.
• Working closely with Financial Advisers and colleagues to ensure cases progress efficiently and deadlines are met.
• Maintaining accurate client records and ensuring all documentation meets regulatory and internal standards.
• Supporting the wider team with technical research and case preparation where required.

What We’re Looking For:

• Ideally, 3–4 years’ experience in a paraplanning role within financial services.
• A Level 4 Diploma in Financial Planning, or actively working towards completion.
• Experience preparing suitability reports and supporting advisers with client recommendations.
• Strong technical knowledge of financial planning products, including pensions and investments.
• A genuine commitment to maintaining high standards and doing the right thing.
• The ability to commute to the Knowle office, ideally by car, due to limited public transport links.

How to Apply:

If you’re an experienced Paraplanner looking for your next opportunity with a growing financial planning firm, we’d love to hear from you.

Interested? Submit your CV today!

If your experience aligns with this opportunity, one of our specialist consultants will contact you to discuss further. We’ll also take the time to understand your career goals and highlight other roles that may be a great fit.

Due to the high volume of applications, we can only respond to successful candidates. If you haven’t heard from us within 7 days, please assume your application has not been successful on this occasion.