Excellent Benefits & Supportive Culture

A highly regarded and growing IFA firm is looking for an experienced Paraplanner to join their collaborative team. This is a fantastic opportunity to work closely with advisers, gain exposure to high-quality clients, and play a key role in delivering excellent financial planning outcomes.

The Role

• Support advisers with research, analysis, and suitability reports
• Build and maintain cashflow models
• Prepare client review packs and documentation
• Manage client queries, withdrawals, and policy changes
• Attend client meetings where required
• Ensure accurate records and smooth case progression

What You’ll Need

• Level 4 Diploma (essential)
• Paraplanning experience within an IFA environment
• Strong knowledge of pensions, investments, and protection
• Excellent attention to detail and communication skills
• Ability to manage multiple cases efficiently

What’s on Offer

• Hybrid and flexible working
• Full admin support and structured processes
• Exposure to quality clients and complex cases
• A supportive, team-focused environment
• Genuine opportunity for career progression

If you’re a proactive Paraplanner looking to join a forward-thinking firm where you can make an impact, Please contact Sam at Financial Divisions.