Junior Paraplanner

Eden RoseBathreedpublished 09/24/2026
Must-have:JuniorHybrid

Bath | Hybrid

£35,000–£40,000 + Excellent Benefits

An established and growing Chartered Financial Planning firm is looking to recruit a Junior Paraplanner to join its expanding team in Bath.

This is a great opportunity for someone who has started their Paraplanning career and is looking to take the next step, with genuine development and progression available within the business.

The Opportunity

You'll work alongside experienced Paraplanners and Financial Planners, supporting the preparation of client reports, research and technical work while continuing to develop your Paraplanning knowledge and skills.

This would suit someone who may not yet be at fully-fledged Paraplanner level but has the right experience, attitude and potential to progress. There is also a genuine pathway into a Financial Adviser role longer term, with previous Paraplanners progressing internally.

What We're Looking For

  • Previous experience within Financial Planning, Paraplanning.
  • Some financial planning exams completed, or actively working towards Level 4 Diploma
  • Full Diploma Level 4 is advantageous
  • Strong attention to detail and willingness to learn
  • Good communication and organisational skills
  • A positive, team-focused approach and genuine interest in developing within Financial Planning

What's on Offer

  • £35,000–£40,000 salary, potentially further flexibility
  • Hybrid working
  • Genuine progression and development opportunities
  • Potential long-term pathway into a Financial Adviser role
  • Supportive team environment with experienced Financial Planners and Paraplanners
  • Opportunity to build your technical knowledge and progress your qualifications
  • Growing business with strong long-term career prospects

If you're an aspiring Paraplanner looking for a business that will invest in your development and give you the opportunity to progress, we'd love to hear from you.