About the Company We’re working with a dynamic, growing UK-based financial advisory firm with a strong reputation for delivering holistic, client-focused financial planning solutions. The firm has grown significantly, including through M&A activity, and continues to expand its reach and service proposition. They foster a collaborative, forward-thinking culture and pride themselves on supporting staff with clear progression pathways and professional development.

The Opportunity This is an excellent opportunity for an experienced, technically strong Paraplanner who wants to play a key role in delivering high-quality advice to clients. You’ll work closely with Financial Planners to prepare suitability reports, conduct in-depth technical research, support annual reviews, and ensure all advice meets the highest compliance standards. You’ll cover the full market — pensions, investments, protection, estate planning — and be part of a supportive team that encourages fresh ideas and process improvements as the business grows.

Key Responsibilities: Draft clear, accurate, and compliant suitability reports and recommendation letters Support annual client reviews and prepare Annual Suitability Assessments in line with FCA rules Conduct te...