Paraplanner in England

Job description

Paraplanner – Hybrid (Can be based out either Cardiff, Newcastle, Glasgow or Northallerton) 3 days office / 2 days home)

Salary: Competitive + benefits + study support

Are you looking to join a forward-thinking wealth management business that’s changing the way clients experience financial advice? This is a fantastic opportunity for an experienced Paraplanner to be part of a growing firm that invests heavily in both people and technology.

Why join us?

• Modern, innovative approach – we’ve stripped away outdated systems and processes to create a truly efficient, technology-led advice model.
• Hybrid working – enjoy flexibility with 3 days in our central Cardiff office and 2 days working from home.
• People-focused culture – we’re building a collaborative environment where Paraplanners, Advisers, and Client Services work seamlessly together.
• Career development – full support towards professional qualifications (QCF Level 4 and beyond) with ongoing training and mentoring.
• Backed for growth – with the support of a specialist investor, we’re building a leading national wealth management business, creating excellent long-term career opportunities.
• Impactful work – your input will directly shape the quality of advice and outcomes for clients, helping them achieve their financial goals.
• Supportive team environment – you’ll be working alongside experienced colleagues who share knowledge and celebrate success.

The role

As a Paraplanner, you’ll provide high-quality technical support to Advisers, including preparing compliant suitability reports, researching solutions, and carrying out financial calculations (CGT, AA, IHT, etc.). You’ll play a key role in ensuring recommendations are accurate, compliant, and client-focused.

What we’re looking for

• Experience as a Paraplanner, with strong report-writing and research skills.
• Good knowledge of financial products including pensions, investments, and protection.
• Ideally Diploma (Level 4) qualified, or working towards it (study support provided).
• Strong communication skills and a collaborative mindset.

Extra information

Status

Open

Education Level

Secondary School

Location

England

Type of Contract

Part-time jobs

Published at

05-09-2025

Profession type

Accountancy

Full UK/EU driving license preferred

No

Car Preferred

No

Must be eligible to work in the EU

No

Cover Letter Required

No

Languages

English