The Opportunity

We are working with a well-established and growing financial planning firm seeking an experienced Paraplanner to join their team.

This is an excellent opportunity for someone with strong technical knowledge and report-writing experience who enjoys working in a collaborative environment and supporting advisers with high-quality client outcomes.

Key Responsibilities

• Preparing suitability reports and client documentation
• Conducting product and provider research
• Supporting advisers with technical case preparation
• Assisting with financial reviews and recommendations
• Maintaining accurate client records and documentation
• Keeping up to date with industry and regulatory changes

Requirements

• Previous Paraplanning experience
• Experience writing suitability reports
• Strong knowledge of pensions and investments
• Excellent communication and organisational skills
• Good IT and Microsoft Office skills
• Level 4 Diploma advantageous, but not essential
• Ability to work efficiently and manage deadlines

Benefits

• Competitive salary package
• Pension
• Supportive working environment
• Career development opportunities

If you are an experienced Paraplanner looking for your next opportunity, we would love to hear from you. Please contact Josie today!