Job Description
Excellent Benefits & Supportive Culture
A highly regarded and growing IFA firm is looking for an experienced Paraplanner to join their collaborative team. This is a fantastic opportunity to work closely with advisers, gain exposure to high-quality clients, and play a key role in delivering excellent financial planning outcomes.
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
* Ensure accurate records and smooth case progression
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 efficiently
What’s on Offer
* Hybrid and flexible working
* Full admin support and structured processes
* Exposure to quality clients and complex cases
* A supportive, team-focused environment
* Genuine opportunity for career progression
If you’re a proactive Paraplanner looking to join a forward-thinking firm where you can make an impact, Please contact Sam at Financial Divisions.