Paraplanner

Salary: £40,000 - £45,000 (up to £50,000 for Chartered / highly experienced candidates)Location: Droitwich (3 days office / 2 days home)Type: Full-time, permanent

An excellent opportunity has arisen for an experienced Paraplanner to join a highly respected and forward-thinking financial planning firm based in Droitwich. This is a key role within a well-established team, offering the chance to work closely with Chartered Financial Planners and contribute to the delivery of high-quality, client-focused financial advice.

The successful candidate will join a business that values professionalism, collaboration, and technical excellence, with genuine opportunities for ongoing development and progression.

• Prepare detailed research and suitability reports across a range of financial planning areas, including pensions, investments, and protection.

• Support advisers in developing strategies for more complex client cases, ensuring all recommendations are technically accurate and compliant.

• Liaise with clients and providers where appropriate to gather information and progress cases efficiently.

• Maintain comprehensive client records and ensure all work meets regulatory requirements.

• Play an active role in refining internal paraplanning processes and contributing to a culture of continuous improvement.

• Hold the Level 4 Diploma in Regulated Financial Planning (or Certificate in Paraplanning) as a minimum.

• Possess proven experience in a paraplanning role within a financial planning or wealth management environment.

• Ideally Chartered or working towards Chartered status.

• Demonstrate strong technical knowledge and the ability to handle complex advice areas, including tax and retirement planning.

• Be highly organised, detail-oriented, and proactive in supporting both advisers and clients.

• Hybrid working: 3 days in the office and 2 days from home each week.

• Salary negotiable, depending on experience and qualifications - typically in the £40,000-£45,000 range, with up to £50,000 available for a highly experienced Chartered Paraplanner.

• Support with further qualifications and professional development.

• A friendly, professional working environment within a respected, growing firm.

This is a superb opportunity for an ambitious, technically capable Paraplanner to join a firm that truly values quality and professionalism