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Paraplanner
Wilmslow, ENG
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Paraplanner โ€“ ยฃ45,000

๐Ÿ“ Nottingham/ Wilmslow/ Glasgow/ Aberdeen- Hybrid

Join a forward-thinking, independent financial advice business committed to client-first, tailored financial planning. We're looking for a skilled Diploma-qualified Paraplanner to support our advisers through expert research, technical analysis, and the preparation of compliant, client-focused recommendation reports.


What youโ€™ll be doing:

โœ”๏ธ Collaborating with advisers to analyse client needs & objectives

โœ”๏ธ Conducting research and cashflow modelling

โœ”๏ธ Preparing tailored suitability reports

โœ”๏ธ Maintaining accurate client records

โœ”๏ธ Supporting a high standard of compliance and service


What weโ€™re looking for:

๐Ÿ”น Level 4 Diploma in Financial Planning

๐Ÿ”น Strong technical knowledge across pensions, investments & protection

๐Ÿ”น IFA/Wealth Management experience

๐Ÿ”น Great communication, organisation & attention to detail


๐Ÿ‘‰ If you're a detail-driven Paraplanner looking for your next challenge, apply now or message me for a confidential conversation.


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