Paraplanner - Route to Paraplanner Manager Hybrid DOE

Excellent Benefits & Supportive Culture

A well-established and growing IFA firm is seeking an experienced Paraplanner to join their collaborative team. This is a great opportunity to work closely with advisers, support high-quality client relationships, and contribute to delivering first-class financial planning.

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
• Maintain accurate records and manage cases efficiently

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 and deadlines

What's on Offer

• Hybrid and flexible working
• Full admin and paraplanning support structure
• Exposure to quality clients and varied cases
• Supportive, team-oriented culture
• Clear opportunity for career progression

If you're a driven Paraplanner looking for your next step in a progressive firm, we'd love to hear from you - Please contact Sam at Financial Divisions.