Full job descriptionLooking for a Paraplanner role that genuinely keeps you close to the advice process?
An established and highly respected Chartered financial planning firm is seeking a technically strong Paraplanner to support a small team of Advisers, working with affluent private clients and playing an active role throughout the client journey.
This is far more than a report-writing position. You’ll attend client meetings, contribute to strategy discussions, undertake cashflow modelling and provide technical support across a broad range of financial planning cases, including pensions, investments, tax-efficient wrappers, estate planning and intergenerational wealth planning.
What makes this opportunity stand out?
Genuine client-facing exposure
Close partnership with Advisers and direct involvement in recommendations
High-quality private client work
Small, collaborative team with a strong reputation
Chartered firm with a bespoke approach to advice
Competitive salary, bonus and comprehensive benefits package
This could be an excellent move for a Paraplanner who enjoys the technical side of financial planning but also wants greater involvement with clients, Advisers and the wider planning process.
Interested in finding out more? Get in touch for a confidential discussion.