Paraplanner

We are part of one of the UK's leading specialist financial planning groups, bringing together some of the country's finest independent financial planners, technical experts, and investment professionals under one national umbrella. With a network of offices across the UK and a shared purpose of enriching clients' lives, we combine the scale, resources and technical depth of a national group with the personal touch and reputation of a well-established local business.

Our advisers work on an independent, whole-of-market basis, providing bespoke, life-centred financial planning to a broad range of clients - from individuals and families to business owners - covering everything from retirement and investment planning to inheritance tax and estate planning. We're proud of our collaborative culture, our commitment to the highest regulatory and professional standards, and our genuine investment in our people's development.

Joining us means becoming part of a supportive local team, backed by the infrastructure, technical resource and career opportunities of a much larger, growing organisation.

The Role

We're looking for a talented Paraplanner to join our team and provide excellent technical support to our Advisers. You'll play a key role in delivering high-quality research, accurate financial planning reports, and comprehensive cashflow modelling that helps our clients achieve clarity and confidence in their financial future.

This is a fantastic opportunity for a detail-oriented, technically strong paraplanner who enjoys variety, takes ownership of their work, and wants to grow their career within financial services.

Key Responsibilities

Report Writing

Produce clear, technically accurate, compliant and concise suitability and financial planning reports

Prepare detailed and accurate lifetime cashflows with multiple scenarios

Undertake research, both independently and alongside Advisers, to identify suitable client solutions

Ensure all files are complete, accurate and compliant, taking ownership of chasing any missing information

Prepare and coordinate review documentation, including financial planning presentations, cashflows and asset reviews

Complete post-meeting presentations

Assisting and Discussing

Liaise with Advisers on fees relativ...