Paraplanner

Paraplanner Hybrid Up to £45K + Benefits Career ProgressionCompany OverviewReady to elevate your Paraplanning career in a firm that champions professional development, team collaboration, and technical excellence?Join one of the UK''s leading independent wealth management firms, where you''ll work alongside Chartered Advisers and gain exposure to complex planning scenarios for high-net-worth clients. With a strong culture of learning and innovation, this is more than a support role - it''s a launchpad for long-term career growth.The OpportunitySalary up to £45,000 depending on experienceFull-time, permanent position with hybrid workingJoin a progressive firm where paraplanning is recognised as a core professional function - not just a stepping stoneAccess structured CPD, exam support, and mentoring from senior technical professionalsYour Role as a ParaplannerAs a pivotal member of the advice team, you''ll support Financial Advisers by crafting technically robust recommendations and ensuring every client receives a high-quality, compliant advice experience. Key Responsibilities: Conduct in-depth research across pensions, investments, protection, and estate/IHT planningDraft bespoke suitability reports aligned to each client''s goals and financial circumstancesAnalyse client portfolios and evaluate performance against risk profiles and benchmarksContribute to the development of sophisticated strategies for HNW clientsMaintain up-to-date knowledge of financial products, tax ..... full job details .....