Paraplanner

A growing and well-established financial planning firm is seeking a Paraplanner to join its expanding team. This role is ideal for someone in their paraplanning career who is looking to build strong technical foundations within a supportive, collaborative environment. The firm offers exposure to holistic financial planning, structured development, and the opportunity to work alongside experienced paraplanners and senior advisers on a wide range of client cases. Salary and Benefits: £35,000 - £45,000, hybrid working 2 days in the office and 3 from home and exam progress The Paraplanner will support senior paraplanners and advisers across the full advice process, gradually taking on more responsibility as technical knowledge and confidence develop. This role provides hands-on experience across complex planning areas, with strong mentoring and exam support for those progressing through their RO qualifications. Key Responsibilities Support senior paraplanners with research, calculations, and report preparation Assist with fact-finds using meeting notes and digital note-taking tools Draft sections of suitability reports and client documentation Carry out product, platform, and fund research Assist with cashflow modelling and scenario planning Liaise with administrators to ensure accurate and timely case progression Maintain accurate records in back-office systems Support planning across areas including pensions, investments, protection, and basic ..... full job details .....