Grove Talent Solutions
Paraplanner
Paraplanner at Grove Talent Solutions, based in Marlborough, South West England, paying £35,000 - £40,000 per annum. This is a permanent role with hybrid working.
- Pay
- £35,000 - £40,000 per annum
- Hours and contract
- Permanent · Hybrid
- Location
- Marlborough, South West England
- Closing date
- Sector
- Finance & Accounting
34% below the typical rate for finance & accounting
Reference 57443565
About the role
Job Title: Paraplanner
Location: Marlborough (Hybrid Working)
Salary: Negotiable, dependent on experience and Qualifications
A modern, professional Independent Financial Planning firm is looking for an experienced Paraplanner to strengthen their technical team. This is an excellent opportunity for a technically strong professional who enjoys working closely with Financial Advisers in a collaborative way.
The successful candidate will play a key role in supporting advisers by carrying out detailed research, analysing client circumstances, and preparing clear, accurate financial planning reports aligned to clients’ objectives.
This role also offers structured training and development support with an option to progress towards advising available in the future.
Key Responsibilities
- Produce comprehensive, compliant financial planning reports for advisers to present to clients
- Conduct technical research on products, providers, and planning solutions
- Support advisers with client reviews, queries, and ongoing servicing requirements
- Act as a point of contact for day-to-day client and adviser support queries
- Prepare client review packs and obtain illustrations as required
- Keep up to date with financial planning legislation, products, compliance requirements and industry developments
Key Requirements
- Previous experience within a Financial Advice / Wealth Management firm
- Strong paraplanning and report-writing experience is essential
- Diploma in Financial Planning (or working towards) is desirable, though not essential.
- Highly organised with the ability to manage and prioritise workloads effectively
- High attention to detail with the ability to produce accurate, well-structured reports and correspondence
Benefits
- Strong Bonus Scheme
- Hybrid Working Available
- Support and funding for professional industry qualifications
- Up to 30 days annual leave with holiday purchase (plus bank holidays)
- Excellent Training and Development Support
- Life assurance and pension scheme
- Clear progression opportunities, including the option to progress into an Adviser role
Reference: 57443565 · Posted 3 days ago · Closes 20 Nov 2026 · Listed via Grove Talent Solutions
Apply for this job
This role is listed via Grove Talent Solutions. Applications are handled on the employer's site.
Apply on employer siteOpens the employer's website in a new tab.
Signed in? Every job you apply for counts toward your weekly goal and badges. How it works
Safe applying: a genuine employer will never ask you to pay for a DBS check, training or equipment, or move you onto WhatsApp before you are hired. If this listing does, report it and do not pay anything.