Excellent Benefits & Supportive Culture
A well-established and growing IFA firm is seeking an experienced Paraplanner to join their collaborative team. This is a great opportunity to work closely with advisers, support high-quality client relationships, and contribute to delivering first-class financial planning.
The Role
* Support advisers with research, analysis, and suitability reports
* Build and maintain cashflow models
* Prepare client review packs and documentation
* Manage client queries, withdrawals, and policy changes
* Attend client meetings where required
* Maintain accurate records and manage cases efficiently
What You'll Need
* Level 4 Diploma (essential)
* Paraplanning experience within an IFA environment
* Strong knowledge of pensions, investments, and protection
* Excellent attention to detail and communication skills
* Ability to manage multiple cases and deadlines
What's on Offer
* Hybrid and flexible working
* Full admin and paraplanning support structure
* Exposure to quality clients and varied cases
* Supportive, team-oriented culture
* Clear opportunity for career progression
If you're a driven Paraplanner looking for your next step in a progressive firm, we'd love to hear from you - Please contact Sam at Financial Divisions.
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