Financial Services

£25,000 - £40,000

  • 35 hour week (with hybrid option after training)
  • 25 days holiday
  • 6x DIS
  • Profit share
  • PMI
  • Income Protection
  • Extensive additional benefits including car scheme, flexi-bens etc
  • Opportunities to progress, if desired


Are you looking to join one of the UK’S award-winning Wealth management companies?  We are now seeking a vibrant experienced Paraplanner who is looking to join an ambitious but professional growing team. This opening provides and abundance of opportunities to enhance your technical knowledge and develop your career. This is a high profile business which has a huge community focus and places strong emphasis on equality and diversity.

Your role will include:

  • Exposure to report writing, analysis and research within a full Paraplanning role
  • Supporting advisers in the product areas of pensions, investments and protection both in new business and review

Working closely with Advisers supporting them to create appropriate solutions to ultra and high net worth clients

Level 4 would be preferable but not essential

  • You will have 3-5 years’ experience working as a Paraplanner
  • Ideally you will come from a wealth management background, as opposed to an IFA environment
  • Team player who thrives in sharing and gaining knowledge from peers
  • You will have strong technical knowledge and be able to produce reports that are both detailed and accurate
  • Confident, numerate, IT proficient and pro-active
  • Demonstrate a thorough approach
  • Excellent communication skills to be able to liaise with both Advisers and clients.

Are you interested?

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Apply now