Job Description

Are you passionate about finance and committed to helping clients achieve their goals?

We're looking for a skilled Paraplanner to support our financial planners in delivering exceptional financial planning and investment strategies.

What You'll Do

Assist planners in creating tailored financial plans and investment strategies. Support planners in meetings with clients and prospects Conduct research on investment products, market trends, and planning solutions. Prepare client reports, presentations, and meeting materials. Review and update plans in line with clients evolving objectives and market changes Manage client communications and maintain accurate records. Collaborate with the team to ensure seamless service and workflow. Ensure adherence to regulatory compliance and internal policies Provide training and guidance to junior team members

What We're Looking For

Diploma in Financial Planning (or working towards). Minimum 2 years' para-planning or financial advisory experience. Strong knowledge of investment products, markets, and planning concepts. Proficiency with financial planning software and sector platforms (MorningStar, Transact, O&M, and IRESS Exchange) Excellent interpersonal, analytical, problem-solving, and communication skills. Ability to manage priorities and deliver with accuracy.

About us

We are a small agile team of professionals but with a big reach. We have been privileged to receive many awards, including the STEP Financial Advisor Team of the Year. We were also exclusively appointed by NS&I to provide professional advice to the monthly 1m Premium Bonds Jackpot winners.

We are just completing an exercise to digitise the firm's operational systems using the Zoho One platform, and the successful applicant will be expected to be fully involved in its implementation.

Our small team of highly qualified professionals are passionate about providing a high quality, responsive and personalised service which is entirely driven by the needs of our clients. We pride ourselves on being a safe pair of hands.

Our core values

Our values are at the core of what we do and how we work as a team. They include professionalism, courtesy, integrity and high standards.

What We Offer

Sponsored training up to Chartered Financial Planner level.

Competitive salary (37,000-47,000 per annum). Full-time, permanent, office based role. Professional development and qualification support. Collaborative and supportive team environment. Modern ground floor office in Shrewsbury, Shropshire. Monday to Thursday (8.45am until 5.30pm) Friday (8.45am until 1.15pm) Holidays: 22 days plus statutory holidays Pension. Free on-site parking.

Career Progression

We can offer the opportunity for you enhance your professional qualifications and progression into a financial advisory role, if that is an aspiration.

Note: We are currently based near Bridgnorth, but moving to new office premises on Shrewsbury Business Park (target date March 2026).

If you're motivated, detail-oriented, and thrive in a collaborative environment, we'd love to hear from you.

Apply now with your CV and a cover letter highlighting your experience and why you're excited about this role.

Job Type: Full-time

Pay: 37,000.00-46,000.00 per year

Benefits:

Company pension Free parking On-site parking
Work Location: In person