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You can edit Supporting Your Paraplanning Career

How We Can Help

Whether you're just starting in paraplanning or looking to advance your technical support career, our specialist team is ready to help you find your ideal role.

For New Paraplanners

New to paraplanning? We can guide you through qualification options and connect you with firms offering trainee positions. We understand the unique pathways into these essential roles and can advise on the best route based on your experience. Our team will help you understand technical requirements and provide insight into different specialisations available to you.

For Experienced Professionals

Already working in paraplanning or technical support? We work with a wide range of financial organisations seeking talented professionals. From financial planning firms and wealth management companies to IFA networks and outsourced paraplanning services, we can help you find the perfect match for your skills and ambitions. We understand the importance of finding the right cultural fit and technical environment for your career development.

Career Development

Looking to progress? We specialise in connecting professionals with opportunities for growth. Whether you're aiming to move from junior to senior paraplanner, specialise in technical analysis, or explore leadership positions, we have the connections to help. Many of our candidates have successfully transitioned from support roles into financial advice or specialised in areas such as investment paraplanning, pension technical support, or compliance.

Our Expertise

With over 15 years in financial services recruitment, we understand technical and support roles deeply. We've placed hundreds of paraplanners and technical specialists across the UK and stayed current with system developments and software requirements. Our team maintains relationships with firms of all sizes, from boutique financial planning practices to major wealth management companies, giving you access to opportunities you might not find elsewhere.

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