Step into a pivotal paraplanning role within a growing financial services operation The business is seeking a capable paraplanner to support advisers and deliver precise, client-ready documentation. The position promises clear progression, increased autonomy, and a culture that rewards initiative and collaboration. Salary up to £50,000 + hybrid working 3 days in the office and 2 from home. Accelerated professional growth with exposure to complex cases and regulatory standards Greater independence in workload management, backed by a supportive team Structured development with access to training, mentoring, and career coaching Flexible working arrangements and an inclusive, energetic culture Responsibilities Prepare comprehensive paraplanning output, including research, product comparisons, and suitability documentation Collaborate with advisers to tailor recommendations and draft client-ready reports Maintain accurate client records, ensure regulatory compliance, and support annual reviews Contribute to process improvements to streamline case management and documentation Assist with project work and ad-hoc analysis as required by the team Candidate profile A proven track record in financial planning support, within paraplanning Strong analytical mindset, exceptional attention to detail, and the ability to translate complex information into clear, client-friendly material Proactive, collaborative, and adaptable with a genuine interest in learning and growth Excellent communication and teamwork capabilities
