Experienced Paraplanner | Wealth Management

Job Description Location: Stamford, Lincolnshire (Hybrid Working Available)Job Type: Full-time, PermanentSector: Financial Planning / Wealth Management / IFATHE ROLE PARAPLANNERProducing comprehensive suitability reports and financial planning documentationConducting technical research across pensions, investments, protection, and retirement planningSupporting advisers with FCA-compliant recommendationsUsing financial planning platforms and software to analyse and model solutionsEnsuring advice is accurate, compliant, and clearly presentedOperating effectively within a fast-paced financial planning practiceABOUT YOUMinimum 2 years experience within financial services or an IFA environmentStrong understanding of FCA regulation and financial planning solutionsProven paraplanning and report writing experienceLevel 4 Diploma qualified (or working towards)Analytical, detail-oriented, professional, and proactiveConfident with Microsoft Office and financial planning systemsRight to Work in the UKWORKING PATTERNMondayFriday, 9:00am5:00pmHybrid working available following probationBENEFITSEmployee-owned Trust companyCompany pension schemeDeath in service benefitSickness policy (post-probation)20 days holiday + bank holidays + ChristmasNew Year shutdownHoliday increases after 2, 5, and 10 years serviceHybrid workingParking permit (office-based)Social eventsAPPLY NOWApply with your CV in confidence.JBRP1_UKTJ

Created: 2026-02-01