Paraplanner

An opportunity awaits an experienced Paraplanner to join a progressive, people-focused financial planning firm in Norwich.

This business has built a strong reputation for its collaborative culture, emphasis on development, and open communication style, creating an environment where paraplanners truly have a voice. Working closely with a Financial Services Manager and a team of skilled Advisers and Paraplanners, you'll play a pivotal role in supporting technical planning, ensuring compliance, and contributing to exciting development projects.

The opportunity

You'll join a well-structured team where knowledge sharing, collaboration, and professional growth are key priorities. The structure typically follows a 1 adviser : 1 paraplanner : admin support model, allowing for manageable workloads and meaningful partnerships. Depending on your aspirations, you can develop into a career paraplanner or work towards becoming an Adviser, with clear and supportive pathways for both.

The day-to-day

You'll provide high-quality technical support to Financial Advisers, ensuring advice is compliant, accurate, and client-focused. Your day-to-day will include:

• Conducting detailed research and analysis to support recommendations.
• Preparing suitability reports and annual reviews.
• Building and maintaining strong relationships with advisers and admin teams.
• As a valued member of the team, your opinion will matter.
• You'll be encouraged to challenge ideas, identify issues, and collaborate to achieve the best client outcomes.
• Contributing to internal projects.

You will have

• Diploma in Financial Planning (DipPFS) or be close to completion (1-2 units remaining)
• Minimum 3 years' experience within an IFA environment
• Strong technical knowledge and report writing skills
• Confident, approachable, and a strong communicator, someone who thrives in a collaborative, social, and fast-paced office.

The package

Salary range up to £43,000 (DOE + qualifications) company bonus paid annually, exam support: full funding with post-qualification bonus and retention plan, flexible working: office-based for the first 6 months, then up to 2 days WFH (subject to approval), career development, genuine progression opportunities and personal mentoring, culture - flat hierarchy, open communication, and social, team-oriented environment, parking available at separate sites.

How to apply

To hear more details about this fantastic opportunity, please email your CV to Ruth Harding - Business Director at rthirteen recruitment. If you don't hear from us within 5 working days upon initial submittal of your CV, please assume you have been unsuccessful.