An exciting opportunity has arisen for a Paraplanner to join a well-established financial advisory firm offering pensions, investments, retirement planning, and protection solutions providing clear, tailored financial guidance for individuals and businesses.
As a Paraplanner, you will be providing comprehensive technical support to financial advisers, contributing to complex and rewarding financial planning cases.
This office-based role offers a salary range of £40,000 - £50,000 and benefits.
Must be locally based or within a reasonable commuting distance.
We are seeking two paraplanners, 1 with level 4 and 1 with level 6 qualifications.
What We Are Looking For
* Previously worked as a Paraplanner, IFA Administrator, Financial Planning Administrator, Financial Planning Assistant, Financial administrator, IFA or in a similar role.
* Have at least 2 years of paraplanning experience
* Must have Level 4 or Level 6 in Financial Planning
* Strong verbal and written English communication
What's on Offer
* Competitive salary
* 25 days holiday plus bank holidays
* Pension scheme
* Discretionary annual bonus
* Death-in-service cover
* Free parking
* Support for professional development and further qualifications
This is an excellent opportunity for a dedicated Paraplanner to advance their career within a dynamic and respected firm.
Important Information: We endeavour to process your personal data in a fair and transparent manner.
In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone, or text message.
For more information see our Privacy Policy on our website.
It is important you are aware of your individual rights and the provisions the company has put in place to protect your data.
If you would like further information on the policy or GDPR please contact us.
Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
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Type: Permanent Location: Woking, England
Start:
Duration:
Salary / Rate: £40000 - £50000 Per Annum
Posted: 2026-03-25 12:00:06
An exciting opportunity has arisen for a Senior Paraplanner to join a well-established financial planning firm, specialising in tailored wealth management, retirement, pensions, and investment advice.
As a Senior Paraplanner, you will support financial planners in delivering high-quality, technically accurate advice and follow-up work for clients.
This office-based full-time permanent role offers a salary range of £50,000 - £60,000 and benefits.
You will be responsible for
* Preparing detailed paraplanning reports and client recommendations.
* Attending select client meetings to support financial planners.
* Conducting research to ensure advice is accurate and compliant.
* Ensuring all client documentation is thorough and well presented.
* Contributing to the continuous improvement of internal processes.
What we are looking for
* Previously worked as a Paraplanner, IFA Administrator, Financial Planning Administrator, Financial administrator or in a similar role.
* Proven experience of 4 years in paraplanning within a financial services environment.
* Have Diploma in Financial Services.
* Ability to manage multiple tasks efficiently while maintaining accuracy.
* Right to work in the UK.
What's on offer
* Competitive salary.
* Private medical insurance.
* Life insurance and income protection.
* Company pension scheme.
* Flexibility in working hours to support work life balance
This is a fantastic opportunity for a Paraplanner seeking to advance their career in a respected and forward-thinking financial planning practice.
Important Information: We endeavour to process your personal data in a fair and transparent manner.
In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message.
For more information see our Privacy Policy on our website.
It is important you are aware of your individual rights and the provisions the company has put in place to protect your data.
If you would like further information on the policy or GDPR please contact us.
Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
....Read more...
Type: Permanent Location: Lewes, England
Start:
Duration:
Salary / Rate: £50000 - £60000 Per Annum
Posted: 2026-03-18 16:16:53
