Paraplanner

Broadgate; England; Hybrid; GBP 40,000 - 45,000; Full time

Benefits offered by this job

Hybrid working after 3 months

Competitive salary + benefits

Professional growth opportunities

Job summary

A financial planning firm in South East England is seeking an experienced Paraplanner to join their dynamic team. You will analyze client requirements, prepare reports, and collaborate with advisers to support high net worth clients across various financial services. The ideal candidate should have over 18 months of experience, a strong background in financial planning and investments, and preferably a Level 4 qualification. This role offers a competitive salary and opportunities for professional growth, along with a hybrid working model after 3 months.

Qualifications

• 18+ months of Paraplanner experience required.
• Strong knowledge of financial planning and investments.
• Experience working with high net worth clients is essential.

Responsibilities

• Analyse client requirements and build cash flow models.
• Prepare recommendations and client-facing documents.
• Support reviews coordinating with advisers and administrative teams.
• Contribute ideas to improve processes and team performance.

Skills

Paraplanner experience

Financial planning knowledge

Investment knowledge

Client relationship management

Education

Level 4 qualification (or working towards it)

Job description

Paraplanner

Salary: £40k–£45k

Location: South East England

Working Model: Hybrid

Are you an experienced Paraplanner ready to make an immediate impact? Join a dynamic financial planning team supporting high net worth clients across pensions, investments, trusts and estate planning.

What you’ll do

• Analyse client requirements and build cash flow models
• Prepare recommendations, reports, and client-facing documents
• Support reviews and coordinate with advisers and administrative teams
• Contribute ideas, improve processes, and help the team thrive

What we’re looking for

• 18+ months Paraplanner experience
• Strong financial planning and investment knowledge
• Experience with high net worth UK clients
• Level 4 qualified (or working toward it)
• Bonus: Trusts knowledge

Perks

• Hybrid working after 3 months in-office
• Competitive salary + benefits
• Professional growth and learning opportunities

Apply now to join a collaborative, supportive team and take your career to the next level.