Paraplanner

Step into a pivotal paraplanning role within a growing financial services operation

The business is seeking a capable paraplanner to support advisers and deliver precise, client-ready documentation. The position promises clear progression, increased autonomy, and a culture that rewards initiative and collaboration.

Salary up to £50,000 + hybrid working 3 days in the office and 2 from home, Office in Richmond

• Accelerated professional growth with exposure to complex cases and regulatory standards
• Greater independence in workload management, backed by a supportive team
• Structured development with access to training, mentoring, and career coaching
• Flexible working arrangements and an inclusive, energetic culture

Responsibilities

• Prepare comprehensive paraplanning output, including research, product comparisons, and suitability documentation
• Collaborate with advisers to tailor recommendations and draft client-ready reports
• Maintain accurate client records, ensure regulatory compliance, and support annual reviews
• Contribute to process improvements to streamline case management and documentation
• Assist with project work and ad-hoc analysis as required by the team

Candidate profile

• A proven track record in financial planning support, within paraplanning
• Strong analytical mindset, exceptional attention to detail, and the ability to translate complex information into clear, client-friendly material
• Proactive, collaborative, and adaptable with a genuine interest in learning and growth
• Excellent communication and teamwork capabilities