Join the Team

We are always on the look out for individuals that are passionate and hold a high interest in Financial Services.

Why work for us?

1. Why pursue a career with Hadlow Edwards Paraplanning?

Here at Hadlow Edwards Paraplanning we have  a close-knit culture and a personal friendly vibe and feel about the place. We pride ourselves in offering career development and facilitate people to get to the next step and achieve their desired goals. We offer full training from the off and will provide financial support with exams to help you become a fully qualified paraplanner. We are behind you every step of the way.

2. What qualifications do you need to become a paraplanner?

None necessarily, however, it is an advantage if you have completed any of the R01-R06 exams previously. Some of our best paraplanners don’t have any financial exams when they join us but soon get them under their belt.

3. What does being a paraplanner involve (day to day, what skills are required)?

  • Attention to detail
  • Logical thinking and problem solving
  • Independent thinking
  • Good task management/prioritising
  • Having the ability to think of alternative solutions
  • Adaptability – there’ll always be something new or something you haven’t seen before so it’s a question of how well you can adapt to new challenges

4. What advice would we give to someone considering paraplanning as an occupation/career?

Research the job further and the opportunities it could present and decide if it interests you. You will be more successful if you have a general interest in financially helping people and/or the problem-solving side of this role.

5. What is the difference between a financial adviser and a paraplanner?

Financial advisers are more client facing and their main role is meeting the clients, understanding their circumstances and initially creating a recommendation.

Paraplanners check the recommendation with a fine-toothed comb. They check the recommendation is appropriate, all relevant information is there, and essentially that everything adds up and makes sense for the client and it is suitable to their circumstances. They then do various calculations to support the financial advice recommendation and produce a suitability report, detailing the recommendation in clear terms. This report is then sent to the client.

We want to hear from you if you are interested in exploring career opportunities with us here at Hadlow Edwards Paraplanning Solutions Ltd. Please send in your CV along with a covering letter to

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