Paraplanner

New Yesterday

Are you an experienced Paraplanner looking for a role where your technical skills genuinely shape the quality of financial advice delivered to clients? This Paraplanner job offers the chance to join an expanding wealth division, supporting highly experienced Advisers while becoming an integral part of a professional, forward-thinking firm. Youll play a key part in helping to deliver high-quality financial planning solutions by researching products, analysing client information, and preparing insightful, well-structured reports. Working closely with Advisers, youll be involved in developing personalised strategies across investments, pensions, and retirement planning. This is an ideal move for someone who enjoys technical depth, thrives on accuracy, and wants to work in a business that actively invests in growth. With the wealth team expanding, there's clear opportunity to progress your career over time, whether into senior paraplanning, advice, or specialist technical work. What youll be doing Preparing suitability reports and recommendation packs Undertaking detailed research across pensions, investments and tax-efficient solutions Supporting cashflow modelling and technical analysis Working collaboratively with Advisers, ad...
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Location:
Sale
Salary:
£40,000
Job Type:
FullTime
Category:
Accounting & Finance

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