Paraplanner

  • Eden Rose
  • Oct 17, 2025
Full time Administration

Job Description

Paraplanner

Location: Buckinghamshire

Salary: £35,000 - £45,000 per annum (negotiable, dependent on skills and experience)

Employment Type: Full Time

Hybrid / On-Site - Flexible options available

Are you an experienced and motivated Paraplanner looking to take the next step in your career? We're seeking a professional with a Level 4 Diploma in Financial Planning to join a high-performing team delivering holistic financial services to high-net-worth clients.

Key Responsibilities
  • Writing detailed financial reports
  • Conducting in-depth research and analysis
  • Setting appointments and managing client communications
  • General administrative support
  • Speaking directly with clients, including vulnerable individuals, with empathy and professionalism
  • Undertaking fund and transfer analysis
  • Supporting ad-hoc projects and contributing to team initiatives

What We Offer
  • Competitive salary package
  • Opportunity for hybrid working once settled into the role
  • A collaborative and innovative working environment
  • Support for professional development and technical growth
  • Exposure to complex financial planning cases and high-net-worth clients

Requirements
  • Level 4 Diploma in Financial Planning (essential)
  • Proven experience in a paraplanning role
  • Strong communication skills and client-facing confidence
  • Proficiency in Microsoft Office and industry-specific software
  • Ability to work independently and as part of a team