Technical Paraplanner: Complex Client Planning and Reports

We’re working with a highly respected, specialist financial planning firm to appoint a Paraplanner to join their team.

This is a fantastic opportunity for a technically strong Paraplanner who wants to work alongside experienced advisers, support complex client cases, and continue developing their career within a collaborative and professional environment.

What you’ll be doing:

• Supporting the delivery of holistic financial planning advice
• Preparing suitability reports, research, cashflow analysis, and recommendations
• Working closely with advisers on complex client cases
• Ensuring high-quality technical support and excellent client outcomes
• Contributing to a strong advice process within a forward-thinking firm

We’re looking for someone who:

• Has experience within Paraplanning or Financial Planning Support
• Holds or is working towards the Level 4 Diploma in Financial Planning (DipPFS)
• Has strong technical and analytical skills
• Is detail-focused, organised, and passionate about financial planning
• Is driven to develop their knowledge, skills, and long-term career within financial planning

This is an excellent opportunity to join a supportive firm that values technical excellence, professional development, and delivering outstanding outcomes for clients.