Paraplanner โ ยฃ45,000
๐ 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 youโll be doing:
โ๏ธ Collaborating with advisers to analyse client needs & objectives
โ๏ธ Conducting research and cashflow modelling
โ๏ธ Preparing tailored suitability reports
โ๏ธ Maintaining accurate client records
โ๏ธ Supporting a high standard of compliance and service
What weโre looking for:
๐น Level 4 Diploma in Financial Planning
๐น Strong technical knowledge across pensions, investments & protection
๐น IFA/Wealth Management experience
๐น Great communication, organisation & attention to detail
๐ If you're a detail-driven Paraplanner looking for your next challenge, apply now or message me for a confidential conversation.