Paraplanner - Hybrid working

ZipRecruiter; Weston-super-Mare; Hybrid; GBP 40,000 - 50,000; Full time

Job summary

A leading company in financial services is looking for an experienced Paraplanner to join their supportive team. The role entails preparing detailed reports, conducting research, and providing tailored financial planning solutions. This offers hybrid working arrangements, excellent salary and benefits, and a collaborative culture focusing on employee development.

Benefits

Generous holiday

Pension scheme

Private medical cover

Flexible hybrid working

Support for professional development

Qualifications

• Experience in a Paraplanning role within financial planning or wealth management.
• Attention to detail and organizational skills are essential.
• Ability to conduct research across various planning areas.

Responsibilities

• Prepare accurate and compliant suitability reports.
• Conduct research across pensions, investments, tax planning.
• Assist in developing financial strategies.

Skills

Technical knowledge in pensions

Technical knowledge in investments

Technical knowledge in tax planning

Analytical skills

Written communication skills

Organizational skills

Education

Level 4 Diploma

Job description

Job Description

Are you an experienced Paraplanner looking to join a forward-thinking, supportive, and highly professional financial planning team? This is an exciting opportunity to become part of a growing and well-respected organisation that is committed to delivering high-quality, client-focused financial advice.

You will be joining a thriving financial planning division within a larger, long-established professional services firm that has a strong presence across the South West. The business is known for its collaborative working culture, long-term client relationships, and commitment to employee development and wellbeing.

The Role

As an experienced Paraplanner, you will play a key role in supporting financial planners by preparing detailed and compliant reports, conducting research and analysis, and helping to deliver tailored financial planning solutions to clients. You will work closely with advisers and administrators as part of a close-knit, professional team that values integrity, technical excellence, and client care.

Key Responsibilities

• Prepare accurate and compliant suitability reports and financial planning recommendations
• Conduct research across pensions, investments, tax planning and protection
• Assist in the development of financial strategies and planning solutions
• Liaise with financial planners to ensure client objectives are fully understood
• Keep up to date with industry regulations and changes

About You

• Level 4 Diploma qualified (or working towards completion)
• Proven experience in a Paraplanning role within a financial planning or wealth management environment
• Strong technical knowledge across pensions, investments, and tax planning
• Excellent written communication and analytical skills
• Highly organised, with strong attention to detail

What’s on Offer

• Basic salary up to £50,000 (depending on experience)
• Discretionary bonus
• Excellent company benefits including generous holiday, pension scheme, and private medical cover
• Hybrid working with flexibility: choose between 3 days in the office and 2 from home, or 2 days in the office and 3 from home
• Supportive and inclusive company culture with opportunities for professional development

This is a fantastic opportunity for an experienced Paraplanner who is looking to join a reputable and stable firm with a strong team ethos, modern working practices, and genuine opportunities to grow.