Paraplanner

Hybrid (3 days office-based)This is an excellent opportunity for a technically strong Paraplanner who enjoys the analytical side of financial planning and wants to play a key role in delivering high-quality advice to clients. The position offers exposure to complex financial planning work, with a strong focus on technical analysis, cashflow modelling, research, and report writing rather than administration.Working closely with Financial Planners, you''ll help create robust, client-focused financial strategies and recommendations that support clients in achieving their long-term objectives.The OpportunityYou''ll be joining a collaborative and highly professional team that takes a genuinely holistic approach to financial planning. Advice spans pensions, investments, protection, tax planning, and estate planning, often working alongside accountancy and tax specialists to deliver joined-up solutions for clients.This role would suit someone who enjoys technical problem-solving, conducting detailed research, and producing well-structured suitability reports that provide real value to both advisers and clients.Key ResponsibilitiesAnalyse complex client information and translate findings into clear, practical financial planning recommendations.Produce high-quality suitability reports and supporting documentation.Conduct cashflow modelling, scenario testing, and financial forecasting.Research products, providers, and planning strategies to support client outcomes.Develop compliant ..... full job details .....