Paraplanner Wealth Management Career Progression Hybrid Working - Salary up to £60k + Bene

Paraplanner Wealth Management Career Progression Hybrid Working + Benefits + Excellent Career Development OpportunitiesAre you a Diploma-qualified Paraplanner looking to take the next step in your wealth management career?I''m working with a highly respected and growing wealth management firm that is seeking a talented Paraplanner to join its collaborative and supportive team. This is an excellent opportunity to work closely with dedicated Financial Advisers, gaining exposure to a broad range of complex client needs while building a long-term career within a business that genuinely invests in its people.Unlike many larger organisations where paraplanning support is pooled, this role offers the chance to work directly with a small number of advisers, enabling you to develop deeper client relationships and gain valuable insight into the full advice process.The OpportunityYou will provide comprehensive paraplanning support across a portfolio of private clients, ensuring wealth planning recommendations are clear, compliant, and tailored to individual client objectives.Key responsibilities include: Preparing suitability reports and annual review documentation Producing cashflow modelling and financial planning analysis Reviewing client risk profiles and investment objectives Supporting advisers during client meetings and following up on actions Assisting with client onboarding and asset transfer processes Acting as a technical specialist across financial planning products and ..... full job details .....