Paraplanner

Are you an experienced Paraplanner looking for a role where you can work closely with advisers, provide technical support, and play a key role in delivering high-quality client outcomes?

?? The Role:

As a Paraplanner, you’ll be part of a collaborative team, supporting financial advisers with research, technical analysis, and client documentation. Your key responsibilities will include:? Conducting research and drafting suitability reports for adviser sign-off? Providing technical support to advisers, including calculations and queries? Preparing cashflow analysis for client meetings? Processing client requests such as withdrawals and contributions? Liaising with clients, advisers, and providers to ensure smooth case progression? Ensuring compliance documentation and systems are up to date

?? What You’ll Need:? Proven experience as a paraplanner in a financial advice setting? Level 4 Diploma (or working towards R01-R06)? Strong technical knowledge of financial products and services? Excellent organisational and communication skills? Attention to detail and the ability to manage multiple workloads

?? What’s on Offer:? Competitive salary & benefits? Flexible working arrangements? Career progression opportunities, including mentoring trainee advisers? A supportive team environment with ongoing training & development

This is a great opportunity to join a forward-thinking firm that values technical excellence and client service.