Paraplanner - Up to £55,000 + Hybrid Working + Career Development, Near Milton Keynes - Financial Divisions : Job Details

Location: Near Milton Keynes (Hybrid Working Available)Salary: Up to £55,000 (DOE)Job Type: Full-time, Permanent

Are you a skilled Paraplanner looking for more than just the day-to-day? Want to feel valued, supported, and part of a collaborative and forward-thinking team?

We’re working with a highly regarded independent financial planning firm based near Milton Keynes, who are expanding their technical team. They’re offering more than just a job — they’re offering a career path, flexibility, and a culture where your ideas and expertise are appreciated.

The Role:

As a key member of the technical team, you’ll work closely with experienced Financial Planners, providing high-quality, tailored support. You’ll be instrumental in delivering outstanding client outcomes through research, cashflow modelling, and detailed report writing.

Your responsibilities will include:

• Preparing clear, compliant, and bespoke suitability reports across pensions, investments, protection, and estate planning
• Supporting advisers with technical analysis, product and fund research
• Conducting cashflow modelling and scenario analysis
• Maintaining accurate records and ensuring compliance with regulatory requirements
• Building strong relationships with advisers, clients, and providers

What We’re Looking For:

• Level 4 Diploma in Financial Planning (or working towards it)
• Proven paraplanning experience in an IFA or wealth management environment
• Strong technical knowledge, especially across pensions, investments & tax-efficient planning
• High attention to detail with excellent written communication skills
• Confident using back-office systems and financial planning tools (e.g., Voyant, iO, Selectapension)

What’s on Offer:

• Up to £55,000 salary, depending on experience
• Hybrid working - mix of home and office to suit your lifestyle
• Full support for further qualifications & Chartered status
• A genuinely supportive, team-first environment
• Modern offices with parking and great transport links
• Regular team socials, wellness perks, and a culture that values work/life balance

Apply now to Samantha at Financial Divisions.