Paraplanner – £45,000
📍 Nottingham/ Wilmslow/ Glasgow/ Aberdeen- Hybrid
Join a forward-thinking, independent financial advice business committed to client-first, tailored financial planning. We're looking for a skilled Diploma-qualified Paraplanner to support our advisers through expert research, technical analysis, and the preparation of compliant, client-focused recommendation reports.
What you’ll be doing:
✔️ Collaborating with advisers to analyse client needs & objectives
✔️ Conducting research and cashflow modelling
✔️ Preparing tailored suitability reports
✔️ Maintaining accurate client records
✔️ Supporting a high standard of compliance and service
What we’re looking for:
🔹 Level 4 Diploma in Financial Planning
🔹 Strong technical knowledge across pensions, investments & protection
🔹 IFA/Wealth Management experience
🔹 Great communication, organisation & attention to detail
👉 If you're a detail-driven Paraplanner looking for your next challenge, apply now or message me for a confidential conversation