Paraplanner in Inverness

Looking for your next step in a genuinely client-first Financial Planning business? We’re working on behalf of a IFA business who is hiring an experienced Paraplanner to join their supportive & client focused team.

As an integral part of this independent firm, you’ll work closely with Advisers to deliver high-quality technical support, produce compliant suitability reports, and ensure clients receive a best-in-class experience. This is a direct replacement, so solid Paraplanning experience is essential, ideally backed by your Level 4 Diploma (or working towards it).

What you’ll bring:

• Proven Paraplanning background within a Financial Planning/Wealth Management environment
• Strong technical knowledge across pensions, investments, and tax planning
• Ability to craft clear, compliant advice reports
• A collaborative, client-centric mindset

Benefits:

• Salary from £40,000 (depending on experience)
• Hybrid working for genuine flexibility
• The chance to join a respected, long-standing firm with deep client loyalty

If you’re an experienced Paraplanner looking for a stable, supportive, forward-thinking home -we’d love to hear from you.