Job Description
Qualified Paraplanner – Offices near Brentwood (Hybrid)
Salary: Up to £50,000 + Excellent Benefits
Location: Near Brentwood | Hybrid Working | Established, Supportive IFA Firm
Are you a qualified Paraplanner looking to join a highly reputable Independent Financial Adviser practice? This is an excellent opportunity to become part of a supportive, client-focused team offering genuine career progression, flexible working, and a positive, stable working environment.
The Role
As a Paraplanner, you will play a key part in supporting the advisers and wider team. Responsibilities include:
- Preparing high-quality suitability reports and recommendations
- Conducting in-depth research and analysis across pensions, investments, and protection
- Supporting advisers with technical queries and complex casework
- Ensuring all client files meet compliance and regulatory standards
- Building strong internal relationships within a collaborative team culture
About You
To be successful, you will:
- Be Level 4 Diploma qualified (or close to completion)
- Have proven paraplanning experience within an IFA or financial planning environment
- Be technically strong, detail-focused, and confident supporting advisers
- Possess excellent communication and analytical skills
- Have a proactive, solutions-focused approach
What’s on Offer
- Salary up to £50,000 (depending on experience)
- Hybrid working for improved work–life balance
- Excellent benefits package
- Support with further exams and professional development
- Friendly, stable, and collaborative team culture
- Opportunity for long-term career growth
Please contact Sam at Financial Divisions for more information for this role, thank you.