We’re looking for an organised, proactive and client-focused Paraplanner to join our growing Wealth Management team. If you thrive in a dynamic environment, enjoy solving complex financial challenges, and want to play a key role in delivering exceptional client outcomes, this could be the perfect next step.
What you’ll be doing
*Supporting advisers with high-quality wealth planning analysis and research
*Preparing suitability reports, cashflow modelling and annual reviews
*Guiding clients through onboarding and providing clear, confident communication throughout
*Collaborating with wider team and custodians to ensure smooth asset transfers
*Contributing to process improvements and wider business projects
What we’re looking for
*Experience as a Paraplanner or similar role within financial services
*Strong communication skills and confidence dealing with clients and senior stakeholders
*Excellent organisation, attention to detail and ability to prioritise
*Proactive mindset with a collaborative approach
*Comfortable using Microsoft Office and modern collaboration tools
Why join
You’ll be part of a supportive, ambitious team where your expertise genuinely shapes client outcomes. We invest in your development through exams, training, and industry events — and we value people who bring ideas, initiative and a passion for high-quality advice.