Paraplanner

Looking for a Paraplanning role where your technical expertise is valued and have the all the work life balance you could wish for!? We''re delighted to be representing a truly independent, boutique Financial Planning name that has built an outstanding reputation for delivering truly personalised, client-centric advice. Unlike many larger organisations, this is a close-knit business where client relationships come first. Every client receives a tailored financial planning experience and every member of the team plays an important role in delivering exceptional service. With a collaborative culture, approachable leadership and a genuine passion for doing the right thing, you''ll have the opportunity to make a real impact while enjoying the support and flexibility that comes from working within a smaller, agile business. This is an exceptional opportunity for an experienced Paraplanner to join a business where quality advice always comes before quantity. You''ll work alongside a small team of highly experienced Financial Planners, contributing to sophisticated, holistic financial planning strategies, while being trusted to use your technical expertise to help shape the very best outcomes for clients. Combining traditional, client first values with modern technology, including AI-enabled workflow tools, the business continually invests in improving efficiency while never losing sight of what matters most - delivering outstanding advice and building long-term client ..... full job details .....