If youre the kind of Paraplanner who takes pride in producing high-quality, technically sound advice and wants to play a central role in delivering outstanding client outcomes, this is a role where your work genuinely matters. Youll be supporting advisers at the sharp end of the advice process, shaping recommendations and reports that make a real difference to clients financial futures.
Whats in it for you
Youll be joining a well-established, highly regarded financial planning firm that genuinely invests in its people and values technical excellence. This role offers long-term career development, exposure to complex planning work, and the support you need to progress professionally.
* Competitive salary aligned to your level of experience
* 25 days holiday, increasing with length of service
* Employer pension contributions
* Death in service cover at four times salary
* Permanent health insurance providing long-term income protection
* Full funding and study support for professional qualifications
What youll be getting stuck into as a Paraplanner
1. Producing clear, client-focused suitability and strategy reports aligned to regulatory requirements
2. Conducting detailed market and product research to support tailored financial planning solutions
3. Analysing client information, existing arrangements and portfolios to shape recommend...