Senior Paraplanner - Hybrid Working in Stoke-on-Trent

Hybrid Working - Up to 4 Days Working From Home We are looking for an experienced Paraplanner to join our growing financial planning team. The successful candidate will work closely with and primarily support one Financial Adviser, providing technical research, suitability report writing, and financial planning recommendations across a range of client cases. This is an excellent opportunity for a paraplanner looking to further develop their technical expertise while working on complex and rewarding financial planning solutions. This is a hybrid role, offering up to 4 days per week working from home. Research and analyse financial products and providers, producing suitability reports and recommendations Conduct annual client reviews, including research and analysis where appropriate Monitor investment funds and ensure recommendations align with client objectives and risk profiles Review product changes and provide technical support to the Financial Adviser Maintain accurate records and support efficient back-office processes Experienced Paraplanner with at least 2 years' report-writing experience Strong knowledge of pensions, investments, protection, trusts, and personal taxation Proficient in Microsoft Office; experience with financial planning software is desirable Hybrid working with up to 4 days from home Close working relationship with a dedicated Financial Adviser Exposure to complex financial planning cases Ongoing development and career progression opportunities This is a fantastic opportunity for an experienced Paraplanner to join a respected financial planning business and play a key role in supporting adviser and client success.