Paraplanner

Paraplanner – Independent IFA Firm
�� Ainsdale (1 Day WFH)
�� £40,000 DOE

Are you a skilled Paraplanner looking to join a firm that genuinely values people, relationships, and trust?

A well-established Independent Financial Advice firm based in Ainsdale, known for delivering tailored financial advice with a personal touch. As part of their growth, they’re looking to welcome an experienced Paraplanner to the close-knit team.

Responsabilities:

• Supporting Financial Advisers in delivering high-quality advice and client service
• Preparing and writing detailed financial planning reports
• Conducting research and analysis across pensions, investments, and protection
• Ensuring compliance with FCA regulations and internal standards
• Playing an active role in maintaining our trusted client relationships

Requirements:

• Level 4 Diploma in Financial Planning (or equivalent), OR
• 2–3 years’ experience in a paraplanning role within an IFA environment
• Strong technical knowledge and attention to detail
• A proactive attitude and team-player mindset
• A passion for helping clients achieve their financial goals

Benefits:

• Up to £40,000 salary depending on experience
• Flexibility with 1 day a week working from home
• The opportunity to be part of a supportive and values-driven team
• A chance to grow within a firm that puts people first – clients and colleagues

If you're ready to make a meaningful impact and be part of something more personal than corporate, we'd love to hear from you.
�� Apply now!