About the Role An established and growing wealth management firm is seeking a talented Paraplanner to join its friendly and professional team. Working closely with Financial Advisers, you will play a key role in delivering high-quality financial planning solutions to a broad client base including high-net-worth individuals, business owners, and retirees. This is an excellent opportunity for an experienced Paraplanner looking to develop their technical expertise within a supportive and client-focused environment. Key Responsibilities Prepare suitability reports, recommendations, and financial planning documentation. Conduct detailed research across pensions, investments, protection, and retirement planning products. Analyse existing client arrangements and identify planning opportunities. Assist Advisers in developing bespoke financial strategies for clients. Ensure all recommendations comply with regulatory and company standards. Liaise with providers, clients, and...

An established and highly respected wealth management business is looking to appoint an experienced Paraplanner to join its growing financial planning team. With an expanding client base and an increasing volume of complex financial planning work, this is an excellent opportunity to join a collaborative business where you'll play a key role in supporting Financial Planners and delivering outstanding outcomes for clients. The Opportunity You'll be responsible for providing high-quality technical support, undertaking detailed financial planning research and analysis and producing compliant, well-structured suitability reports across a broad range of advice areas. This is an opportunity to join a business that genuinely values its people, invests in professional development and offers long-term career progression within a supportive team environment. What You'll Need Previous experience working as a Paraplanner (or in a similar technical financial planning role)...