Paraplanner

Join a growing independent financial planning group as a Paraplanner, supporting advisers and maintaining high standards of advice delivery. Opportunities for complex planning cases, structured professional development, and contribution to scalable processes.

Requirements

• Diploma in Regulated Financial Planning (or equivalent)
• Previous paraplanning experience
• Experience within a financial advice or wealth management environment
• Strong technical knowledge of pensions, investments, taxation and protection

Benefits

• Structured professional development support
• Opportunities for progression towards advanced qualifications
• Competitive salary