Paraplanner

Job description

Paraplanner

Stamford, Remote

£35,000 - £40,000 + Progression + Training + Company Pension + Death in Service + Social Events + 20 days holiday + Bank Holidays + Christmas Shutdown + Parking Permit (if office based)

Are you a Level 4 Diploma qualified Paraplanner looking to join a growing FT top 100 Wealth Management firm that can offers long-term career development routes within a professional and supportive environment?

This is a great opportunity to join a well-established Wealth Management firm, who place a strong value on its employees as a Employee Owned Trust company. Due to continued growth they are seeking a Paraplanner to the team.

Your main responsibility with be to support advisers through high-quality report writing and technical financial planning support. You will work closely with the wider operations team in a fast-paced financial planning practice.

This role is perfect an experienced Paraplanner or someone with a Level 4 Diploma who is looking to build a long-term career within a respected and expanding IFA firm.

The Role:

*Can Support Hybrid and/or Remote working schedule with once-a-month office visits

*Supporting a large team of Financial Advisers

* Producing suitability reports and financial planning documentation

* Working within FCA regulations and compliance standards

* Using financial platforms and software

* Collaborating with advisers and operations teams

The Person:

*Level 4 Diploma qualified (or working towards)

*Minimum of 2 years’ experience within financial services / IFA environment

*Strong report writing skills

*Understanding of FCA regulations and financial solutions

*Wants recognitions for the work they do

Extra information

Status

Open

Education Level

Secondary School

Location

Lincolnshire

Type of Contract

Full-time jobs

Published at

09-03-2026

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