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