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