Paraplanner

Overview

Join our team to deliver clear, practical financial advice. We\’re seeking an experienced paraplanner to produce technical analysis, client reports, and support our consultants.

What you\’ll do

• Produce suitability reports and compliance documentation
• Conduct technical research to support advice
• Review pensions & investments
• Create client-facing reports

What we\’re looking for

• Paraplanning experience with suitability report responsibility
• Level 4 Diploma in Financial Planning (or equivalent experience)
• Strong attention to detail & communication skills

Why join us

Competitive salary, benefits package (pension, life assurance, income protection), hybrid working, career progression, and a collaborative, client-focused environment.

Apply now or get in touch for a confidential chat.