Paraplanner

The Curve Group; Weston-super-Mare; Hybrid; GBP 40,000 - 55,000; Full time

Benefits offered by this job

Flexible benefits including holiday buy/sell options

Contributory pension

Private medical insurance

24-hour employee assistance programme

Death in service benefit

Job summary

An esteemed financial services firm in the Southwest is seeking a paraplanner to support financial planners in developing strategies and delivering tailored financial outcomes. Candidates should possess a Diploma in Financial Planning and experience in a regulated environment. The role offers a hybrid setup, flexible hours, and competitive benefits, emphasizing genuine client impact.

Qualifications

• Experience in a regulated financial services setting is essential.
• A Diploma in Financial Planning is required; an Advanced Diploma is a bonus but support is available.

Responsibilities

• Work closely with financial planners, shaping strategies and preparing tailored financial reports.
• Conduct research and provide insights that influence long-term financial planning solutions.
• Attend client meetings to provide input on cashflow modelling and ensure compliance.

Skills

Experience as a paraplanner

Strong grasp of financial planning tools

Understanding of regulatory frameworks

Education

Diploma in Financial Planning

Advanced Diploma in Financial Planning

Tools

Intelliflo

Job description

2 weeks ago Be among the first 25 applicants

Direct message the job poster from The Curve Group

Weston-super-Mare, Exeter or Plymouth (hybrid)

Shape your career as a trusted advisor, not just a support function.

You'll collaborate directly with Financial Planners, contribute to strategy, and see the tangible results of your work with clients. With full flexibility (including part-time options) and support to develop further qualifications, this is your chance to step into a bigger career.

You'll work in a genuinely hybrid setup from one of three Southwest locations, using tools like Intelliflo and building long-term plans that truly impact clients' lives. And because the financial planning team sees paraplanners as strategic partners - not admin support - you'll have full visibility , input and room to grow.

You'll also have access to a range of flexible benefits, including options to buy and sell holidays, contributory pension, private medical insurance and reward schemes. For extra support, there is a 24-hour employee assistance programme and a death in service benefit worth three times your annual salary.

What you'll do

• Work closely with financial planners, shaping strategies and preparing tailored financial reports that help deliver exceptional client outcomes
• Your research and insights will directly influence long-term financial planning solutions, giving you a real voice in the process
• Attend client meetings, offering valuable input on cashflow modelling and product fit, and ensure everything remains compliant across recommendations and reports

What you'll need

• Experience as a paraplanner in a regulated financial services setting
• A strong grasp of financial planning tools and regulatory frameworks
• Diploma in Financial Planning (Advanced Diploma is bonus but support is available)

About the company

This opportunity is with one of the Southwest's most respected financial services firms - focused on genuine client impact, not sales quotas. The Curve Group is handling this role on their behalf.

Please apply to find out more.

The Curve Group is a dynamic Recruitment Services and Human Resources business with an ongoing mission to transform the working lives of the people it does business with.

Our full Privacy Policy is available at https://www.thecurvegroup.co.uk/privacy-policy/

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Accounting/Auditing

• Industries

  Accounting and Financial Services

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