Senior Paraplanner – Financial Planning & Investment Management, Up to £70k (Chartered), Hybrid - Financial Divisions : Job Details

Benefits: Professional development support, training, and long-term career progression

Are you an experienced paraplanner looking to take your career to the next level in a dynamic and client-focused financial planning firm? We’re recruiting on behalf of a well-established, independent advisory business with a growing client base and a reputation for excellence.

This is a fantastic opportunity to join a collaborative team supporting two senior advisers and a junior adviser. You’ll be exposed to complex financial planning strategies, investment research, and portfolio management, with a clear pathway to advance into either a senior paraplanning role or an advisory position over time.

Key Responsibilities

• Prepare suitability reports and ensure compliance standards are met
• Conduct product and fund research, including sector-specific analysis
• Support client meetings and follow-up documentation
• Assist with portfolio reviews, valuations, and meeting preparation
• Liaise with providers, clients, and internal teams to manage pipeline business
• Maintain accurate client records and CRM systems
• Provide technical and administrative support across the team

Experience & Skills

• Minimum 3 years’ experience in a paraplanning role
• Strong understanding of financial planning, personal tax, and investment markets
• Proficient in Microsoft 365 (Outlook, Word, Excel, Teams)
• Experience with Intelliflo, Voyant Cash Flow Modelling, and FE Analytics
• Excellent written and verbal communication skills
• Strong attention to detail and organisational skills

Qualifications

• CII Level 4 Diploma in Regulated Financial Planning (or equivalent)
• Working towards CII Level 6 Advanced Diploma (or equivalent)

What We’re Looking For

• A proactive, self-motivated individual with a strong work ethic
• Ability to work independently and as part of a team
• Willingness to learn and stay up to date with regulatory changes
• Professional, client-focused approach

If you're ready to join a forward-thinking firm that values quality, integrity, and long-term development, we’d love to hear from you.

Apply now with your CV to Ursula at Financial Divisions.