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Junior Paraplanner Cannock (WS11) £30,000 DOE ? Study Support ? 25 Days HolidayWe're on the hunt for a
Junior Paraplanner who's sharp, detail-oriented, and ambitious about building a long-term career in financial planning.This is a fantastic opportunity for someone already working in financial services - perhaps as an
IFA Administrator or Trainee Paraplanner - who's ready to take that next step.At
Concept Financial Services, we're passionate about helping clients achieve financial clarity and confidence. With a team of
6 experienced advisers, you'll play a key part in supporting them to deliver outstanding advice and service. What You'll Be Doing
- Assisting in the preparation of financial plans, reports, and recommendations
- Researching investments, pensions, and protection products
- Drafting suitability reports in line with compliance requirements
- Working closely with advisers to gather client information and build accurate records
- Liaising with providers and keeping up-to-date with industry changes
? What We're Looking For
- Already working in financial services (IFA admin, trainee paraplanner, or similar)
- Working towards or recently completed Level 4 Diploma in Financial Planning (CII or equivalent)
- Excellent attention to detail, organised, and proactive
- Strong written and verbal communication skills
- Familiarity with financial planning software (e.g. Xplan) is a bonus
? What You'll Get
- Salary up to £30,000 DOE
- Full study support to achieve your qualifications
- A clear progression path (Senior Paraplanner or future Adviser)
- 25 days holiday + bank holidays
- Supportive, close-knit team environment
- Primarily office-based role in Cannock (WS11), with a little flexibility when needed
If you're ready to step up in your career and join a firm where your development is genuinely supported, we'd love to hear from you.