Paraplanner

Senior Paraplanner

An excellent opportunity for an experienced Senior Paraplanner to join a growing and forward-thinking financial planning firm that prides itself on delivering comprehensive, client-focused financial advice.

You will join a collaborative team of Paraplanners who work closely with Financial Advisers to provide holistic financial planning and cashflow modelling services. This role is ideal for someone who enjoys combining technical expertise with strong communication and mentoring skills.

Key Responsibilities

• Prepare accurate, timely, and compliant suitability reports and recommendation documents.
• Conduct detailed research and analysis to support the delivery of tailored financial advice.
• Perform complex financial calculations, including CGT and annual allowance assessments.
• Ensure all advice and documentation meet regulatory and compliance standards.
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