You’re not looking for just another paraplanner role and we’re not looking for just another paraplanner.

About us

We’re Collective Financial Planning, a growing, forward-thinking firm that’s collective by name as well as nature. We invest in our people the same way we invest for our clients – thoughtfully, patiently, and with the long run in mind.

Wherever you are on your career journey, Collective can offer you a collaborative culture, real progression, and the chance to leave a mark on clients’ lives:

• We recognise commitment and reward contribution
• We’re collaborative — advisers and support work as one team
• We have a structured internal academy and progression routes
• We’re growing, which means there is plenty of opportunity to grow with us
• We support exams through both in-house mentoring and the Openwork Business School.

It’s important to us that planners and support teams can develop, feel supported, and genuinely enjoy the meaningful work they do for our clients. That means no hierarchy for hierarchy’s sake, a proud culture of diversity in age, ethnicity, and sexuality, and a workplace grounded in trust, transparency and togetherness.

We’re extremely proud of our reputation, team culture, and the way we look after both our clients and our people. But that doesn’t mean we can’t be even better.

About the role

To keep us moving upwards, we’re looking for an established paraplanner to provide technical depth, confidence, and leadership within the adviser support function. Someone confident enough to question our assumptions, improve our workflows, and push our standards higher.

Someone who can:

• Draft high-quality suitability reports and client communications
• Can review complex cases and challenge thinking where necessary
• Regularly contribute ideas to improve processes and client outcomes
• Has experience supporting advisers with pre- and post-meeting preparation
• Can maintain compliance standards in line with FCA and Openwork requirements
• Conduct detailed technical research across pensions, investments, tax planning and protection
• Holds (or is working towards) the CII Certificate in Paraplanning (R01, R02, R03 and J09 or equivalent)
• Analyse client portfolios and make recommendations aligned with suitability and compliance standards.

If that’s you, keep reading.

About you

To be the right fit for this role, you need to be detail-obsessed, commercially aware, and calm under pressure. Someone who’s comfortable managing multiple priorities and deadlines. A strong communicator, a deep listener, and a team player.

Openwork experience is a desirable bonus, as is being in commuting distance to Milton Keynes.

Ideally, you want to remain a career paraplanner and, with our support, become exceptional at it. But, if you want to one day work to become an adviser, we’ll support that too.

That’s what we want from you. In exchange, this is what you can expect from us:

• £40,000–£45,000 salary, dependent on experience
• Hybrid/flexibility discussed after successful probation
• 20 days holiday plus bank holidays
• Company pension
• Free parking
• Free refreshments on site
• Social events, including summer BBQs, bowling nights, comedy evenings, Christmas parties, and more.

Still sound like you? If it does, and you want challenge, autonomy, interesting cases, and the chance to shape standards in a growing firm, we’d love to hear from you.

Please send your CV and a covering email telling us more about you, and why you’re the right person for the job to enquiries@colfinancial.co.uk