Norwich

Basic Information

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Job Description

Overview

A highly respected, community-focused Chartered Financial Planning firm is seeking a talented Paraplanner to join its Norwich-based team. The firm serves over 1,000 families, trusts, charities, and pension funds, and is actively involved in supporting good causes across Norfolk.

The Role

As a Paraplanner, you’ll support Financial Planners in delivering a truly holistic advice service. You’ll take ownership of analysis, reports, and recommendations, helping ensure the advice process is both compliant and client-focused. This is an excellent opportunity to work alongside experienced professionals in a collaborative, growth-oriented environment.

What’s in it for you

  • Salary of up to £45,000 per annum
  • Work with a loyal client base and an experienced, supportive team
  • Full support for professional development, including study toward Chartered status
  • Opportunity to make a meaningful contribution to both clients and the wider community

Requirements

  • Working towards Chartered Financial Planner status preferred
  • Ideally 4+ years of experience in financial planning
  • Commitment to professional development and regulatory knowledge

Why Apply

This is a fantastic opportunity for a Paraplanner ready to take the next step in their career. You’ll be joining a forward-thinking firm that values quality advice, long-term client care and continuous team development.

Seniority level

  • Mid-Senior level

Employment type

  • Full-time

Job function

  • Finance

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Required Knowledge, Skills, and Abilities