Junior Paraplanner
We are looking for a motivated and detail-oriented Junior Paraplanner to join our growing independent financial planning team or an experienced Parplanner. This role is ideal for someone looking to progress their career in financial planning who wants to gain hands-on experience supporting advisers and delivering high-quality client outcomes.You will work closely with Financial Advisers and Senior Paraplanners to research solutions, prepare reports, and ensure client recommendations are accurate, compliant, and tailored to client needs.Key ResponsibilitiesAssist in the preparation of suitability reports and financial planning documentsConduct product and provider research (pensions, investments, protection, and retirement planning)Gather and analyse client financial information and documentationSupport advisers with pre- and post-meeting preparationMaintain accurate client records and update back-office systemsLiaise with providers and platforms to obtain information and progress casesAssist with cashflow modelling and basic financial planning analysis (where applicable)Skills and ExperiencePrevious experience in financial planning support, administration, or a trainee paraplanning roleUnderstanding of financial planning concepts (pensions, investments, protection)Strong attention to detail and organisational skillsGood written communication skills for report preparationComfortable working with financial systems and Microsoft OfficeAbility to manage multiple tasks and meet ..... full job details .....
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