Paraplanner

Paraplanner
£40,000 – £45,000 | Hybrid Working | Shropshire Region

A high-performing, independent wealth management firm is seeking an experienced Paraplanner to join its growing technical team. This is a rare opportunity to join a business with a strong reputation for delivering bespoke, client-centric financial planning and a genuine focus on long-term relationships.

You’ll work closely with experienced Financial Planners and fellow Paraplanners to support high-net-worth individuals, business owners, and professionals across a wide range of financial planning areas.

The Opportunity:

Join a stable and established firm with over 25 years of independent advice delivery

Work with a highly qualified, collaborative team that values integrity and professionalism

Support Financial Planners in delivering lifetime cashflow modelling, retirement planning, investment advice, and estate planning

Enjoy a hybrid working model (typically 2–3 days in office) with flexibility and autonomy

Benefit from clear progression pathways toward Chartered status and long-term career growth

Key Responsibilities:

Produce high-quality suitability reports and recommendation letters

Conduct detailed research and analysis across pensions, investments, and protection

Prepare cashflow modelling and scenario planning for client meetings

Work alongside Financial Planners, Compliance, and Admin teams to ensure timely, compliant advice delivery

Maintain accurate records and keep up to date with regulatory and product changes

Requirements:

Level 4 Diploma in Regulated Financial Planning (or working towards completion)

Proven experience in a paraplanning role within a financial planning or wealth management firm

Strong technical knowledge across pensions, investments, tax, and protection

Excellent communication and report writing skills

Highly organised, detail-focused, and able to work proactively within a team

Salary & Benefits:

£40,000 – £45,000 basic salary (depending on experience)

Hybrid working (typically 2–3 days in the office)

Support with further study and exams

Friendly, supportive team culture

Excellent long-term career prospects

If you’re a technically strong Paraplanner looking to work in a quality-led, independent firm that invests in its people, apply today or contact us for more information.