About

An established and forward-thinking independent financial advice business is looking to appoint an experienced Paraplanner who is keen to move into a more technical, research-led role within a genuinely supportive environment. This opportunity is ideal for a paraplanning professional who already has strong foundations but is now seeking greater exposure to complex cases, higher-quality technical work, and the time and support to do the job properly. Salary up to £45,000 + Bonus & hybrid wokring 3 days in the office and 2 from home Paraplanners stay with this business because technical expertise is respected, workloads are realistic, and there is genuine investment in development rather than a “production-line” approach to advice. The business is particularly keen to speak with individuals who have started or are progressing through the Level 4 Diploma in Financial Planning and who already have hands-on experience producing suitability reports. The Role Analyse complex client circumstances, objectives, and risk profiles Conduct detailed research across pensions, investments, and protection solutions Produce cashflow modelling and technical analysis to support advice strategies Prepare high-quality, compliant suitability and recommendation reports Work closely with advisers, constructively challenging recommendations where appropriate Maintain accurate and up-to-date client records on back-office systems The Ideal Candidate GCSEs (or equivalent) including English and Maths Studying towards or holding the Diploma in Financial Planning (Level 4) Experience in an IFA or Wealth Management environment Strong, demonstrable exp