Paraplanner

Overview

We are proud to be working in partnership with a respected financial planning firm to recruit an experienced Paraplanner / Financial Adviser Support professional.

This is an excellent opportunity to join a well-established organisation that provides comprehensive wealth management and financial planning services to a diverse client base. The successful candidate will play a key role in supporting Financial Advisers by preparing detailed financial plans, conducting research, and ensuring all client recommendations are accurate, compliant, and aligned with company standards.

Key Responsibilities

• Support advisers by researching financial products including pensions, investments, and protection plans.
• Prepare suitability reports, client review documents, and financial planning summaries.
• Analyse client portfolios and assist in developing tailored financial recommenda...