Paraplanner

Paraplanner, Stokenchurch, £45,000 - £60,000 DOE - Progression to Adviser available An excellent opportunity has arisen for a Paraplanner to join a friendly and supportive team within a highly regarded Financial Advisers who support hybrid working and are accommodating/flexible with hours of work. And in a company who deliver on professional development i.e. Paraplanner >
Financial Adviser.

• Working closely with advisers to deliver compliant, high-quality advice, including:
• Writing financial planning and suitability reports
• Researching products and preparing illustrations/recommendations
• Preparing review packs and maintaining accurate client records
• Assisting with client queries and plan submissions
• Staying up to date with products, legislation, and compliance requirements
• Ensuring files and documentation are accurate, well-presented, and compliant

• Experienced in paraplanning with strong technical and report-writing skills.
• Diploma qualified (or working towards) is desirable.
• Highly organised, reliable, and client-focused with excellent written and verbal communication.
• A proactive team player with strong problem‑solving and analytical skills.

• £45,000 - £60,000 per annum, depending on experience and qualifications

• Hybrid working considered
• 25 days holiday, plus Bank Holidays & your birthday off!
• Professional industry exams paid for, along with study supported
• In‑House Training Academy
• Annual Salary Review
• Life Assurance & Pension
• Progression through to Adviser if desired