Paraplanner

Fully funded Diploma & Chartered support

A highly respected and growing Financial Planning Practice is looking for an experienced Paraplanner to join their collaborative team. This is a fantastic opportunity to be part of a client focused firm known for delivering high quality advice across investments, retirement planning, tax and estate planning.

Working closely with Advisers and Administrators, you’ll play a key role in the advice process, carrying out technical research, analysing client needs and producing high-quality suitability reports.

• Previous experience in a Paraplanning role
• Strong analytical and report writing skills
• Knowledge of pensions, investments, tax & estate planning
• Experience using tools such as Voyant and Analytics
• Part-qualified or fully qualified candidates welcome

In return, you’ll join a supportive business that genuinely invests in its people, offering funded professional development, clear progression and salary increase as qualifications are achieved.

If you’re looking for flexibility, career progression and the chance to join a highly regarded Practice, we’d love to hear from you.