Paraplanner

• Do you have at least 1 year’s experience as a Paraplanner?
• Are you skilled in writing suitability reports?
• Are you looking for a flexible and hybrid working role?

Benefits:

• Flexible working hours
• 28 days holiday plus additional leave at Christmas
• Free onsite parking
• Career progression opportunities within a professional, team-oriented environment

About the Company:

The company is a well-established financial planning firm committed to providing expert, tailored advice to clients. With a professional and supportive team environment, the company values career development and offers opportunities for growth within a dynamic and client-focused organisation.

Key Duties as a Paraplanner:

• Research and analyse pensions, investments, and protection products
• Prepare clear, compliant suitability reports
• Maintain accurate client records and support advisers throughout the advice process

Skills Required for this Paraplanner role:

• Analytical Thinking – Research and analyse financial products
• Report Writing – Prepare clear, compliant suitability reports
• Organisation & Accuracy – Maintain client records and support advisers

Apply Today for this Paraplanner role:

Submit your application now. A specialist consultant will contact you to discuss your skills and motivations before submitting your CV to the client. Other suitable roles may also be suggested.

Note: Due to high application volume, individual feedback cannot be provided. If you haven’t heard from us within 7 days, please assume your application was unsuccessful.