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Paraplanner
Job Posted: 3 hours ago
Salary: £ 30,000 - 43,000 / Annum
Job Type: Permanent
Location: Norwich, Norfolk
Expire in: a month
Job Description
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 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.
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/be:
* 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 officeBefore You Apply
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- Date of birth.
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Looking for your next career move? Join a top company hiring Paraplanner job near me in Norwich, Norfolk! This is your chance to work on exciting projects, grow professionally, and enjoy a rewarding career with competitive pay and excellent benefits. Whether you're an experienced professional or looking to take the next step, this role offers the perfect opportunity to enhance your skills and make an impact. Don’t miss out—apply today via Vita CV and take your career to the next level!
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