Job Description Job Title: Paraplanner Description: We are hiring for our client, a highly respected financial planning firm, who are seeking an experienced Paraplanner to join their growing team. This is a brilliant opportunity for a technically skilled professional who wants to work alongside Financial Planners to deliver bespoke advice and strategic planning support to a loyal and growing client base. This Paraplanner role offers variety, real client-facing exposure, and strong professional development pathways within a high-quality financial planning environment. Top 3 Things to Know About this Job: Work closely with Financial Planners and attend client meetings Strong technical focus across cashflow forecasting, research, and report writing Hybrid flexibility, professional growth, and Chartered support The Role: • Support Financial Planners with all aspects of client servicing, planning, and review • Attend client meetings and assist with technical queries • Gather and maintain client data, including accurate compliance and documentation • Prepare draft net worth statements, cash flow forecasts, and financial plans • Conduct product research, platform analysis, and technical due diligence • Write clear, accurate, and compliant suitability reports • Liaise with providers and client advisers (legal/tax) as needed • Support implementation of recommendations and assist in annual reviews • Stay up to date with regulatory and market changes • Participate in internal investment committee meetings and team collaboration The Person: • Minimum 2 years’ experience in a Paraplanner role • Diploma in Financial Planning (Level 4) – essential • Strong technical knowledge of financial planning products and platforms • Proficient in Microsoft Office and financial planning software (e.g. Voyant, Intelliflo) • Analytical, detail-oriented, and confident with complex financial data • Excellent communicator with strong written and interpersonal skills • Able to manage own workload, prioritise effectively, and work independently • Desire to achieve Chartered status and ongoing CPD compliance The Rewards: • Competitive salary (based on experience) • Support with Chartered status and exam funding • Hybrid working structure available • Strong internal support team and collaborative culture • Long-term progression and development opportunities