Paraplanner

3 days ago


Norwich, United Kingdom Rthirteen Full time

Posted: 31 October Reference: R13/ParaplannerType:PermanentLocation:Norwich Specialism:Financial ServicesSalary:£30, - £43,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 opportunityYou’ll join a well-structured team where knowledge sharing, collaboration, and professional growth are key priorities. The structure typically follows a 1 adviser : 1 paraplanner : admin support model, allowing for manageable workloads and meaningful partnerships. Depending on your aspirations, you can develop into a career paraplanner or work towards becoming an Adviser, with clear and supportive pathways for both.The packageSalary range up to £43, (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.How to applyTo hear more details about this fantastic opportunity, please email your CV to Ruth Harding – Business Director at rthirteen recruitment. If you don’t hear from us within 5 working days upon initial submittal of your CV, please assume you have been unsuccessful.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 environmentStrong technical knowledge and report writing skillsConfident, approachable, and a strong communicator, someone who thrives in a collaborative, social, and fast-paced office.


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