Paraplanner

Job description

Paraplanner

Worcester - Hybrid

Salary - £40,000 - £45,000 (DOE) + benefits

Looking to take the next step in your Paraplanning career? This is an exciting opportunity to join a growing Wealth Management team where you’ll work closely with Advisers, deliver high quality technical support, and play a key role in shaping client outcomes.

If you enjoy research, report writing and turning complex financial information into clear, client friendly recommendations, you’ll thrive here.

What You’ll Be Doing

• Producing high quality Financial Planning Reports
• Conducting detailed product and fund research to support client recommendations
• Acting as a key point of contact for client queries
• Preparing review packs, illustrations and submitting plans to providers
• Maintaining accurate, compliant client files
• Staying up to date with financial products, legislation and industry changes
• Ensuring all work meets regulatory and internal compliance standards

What You’ll Bring

• Experience in a Financial Advice or Wealth Management environment
• Strong paraplanning/report writing skills
• Diploma qualified (desirable) or working toward it
• Excellent communication and analytical skills
• High attention to detail and accuracy in written work
• Strong organisational skills and ability to manage competing priorities
• A positive, collaborative approach

What’s On Offer

• Full support with professional exams
• 25 days holiday + bank holidays
• Holiday purchase scheme
• In‑house training academy
• Annual salary review
• Birthday day off
• Life assurance & pension
• Clear progression pathway, including the option to move into an Adviser role

If you’re a motivated Paraplanner who loves problem solving, research and delivering exceptional client service, this role offers genuine development and long-term career growth.

Extra information

Status

Open

Education Level

Secondary School

Location

Worcester and Kidderminster Area

Type of Contract

Full-time jobs

Published at

22-05-2026

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