Job Title

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.Scroll down to find the complete details of the job offer, including experience required and associated duties and tasks.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 RoleAs 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 ResponsibilitiesPrepare accurate and compliant suitability reports and financial planning recommendationsConduct research across pensions, investments, tax planning and protectionAssist in the development of financial strategies and planning solutionsLiaise with financial planners to ensure client objectives are fully understoodKeep up to date with industry regulations and changesAbout YouLevel 4 Diploma qualified (or working towards completion)Proven experience in a Paraplanning role within a financial planning or wealth management environmentStrong technical knowledge across pensions, investments, and tax planningExcellent written communication and analytical skillsHighly organised, with strong attention to detailWhats on OfferBasic salary up to 50,000 (depending on experience)Discretionary bonusExcellent company benefits including generous holiday, pension scheme, and private medical coverHybrid working with flexibility: choose between 3 days in the office and 2 from home, or 2 days in the office and 3 from homeSupportive and inclusive company culture with opportunities for professional developmentThis 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.Remote working/work at home options are available for this role.