Paraplanner - Hybrid working

We are currently partnering with a highly respected, Top 50 UK financial services organisation with a well-established and growing financial planning division. With an excellent reputation in the market and a strong technical team in place, they are now looking to appoint an experienced Paraplanner to join their collaborative and forward-thinking environment. This is an excellent opportunity to join a forward-thinking organisation where you will work closely with Partners and Financial Planners, providing high-quality technical support across a broad range of financial planning areas. The role offers a varied workload and the opportunity to work with high-net-worth and ultra-high-net-worth clients. Key Responsibilities: • Prepare detailed financial planning reports and recommendations across a wide range of advice areas • Work closely with Financial Planners to develop bespoke solutions for both new and existing clients • Act as a key point of contact for clients, delivering a high level of service • Liaise directly with high-net-worth and ultra-high-net-worth individuals • Support the wider team with technical expertise on new business and ongoing servicing • Produce research, analysis and client-friendly documentation to support recommendations • Ensure all work is completed in line with compliance and regulatory requirements Requirements: • Proven experience in a Paraplanning role • Diploma qualified (Level 4) as a minimum, with progress towards Chartered status desirable • Strong technical knowledge across pensions, investments and financial planning • Experience working with high-net-worth clients • Familiarity with industry research tools such as Voyant, Selectapension or similar • Excellent attention to detail and organisational skills What’s on Offer: • Basic salary up to £55,000 (depending on experience and qualifications) • Hybrid working model • Generous holiday allowance, with the option to purchase additional days • Annual salary reviews • Profit share scheme • Comprehensive health and wellbeing support • Ongoing training, exam support and clear progression opportunities This is a fantastic opportunity for a technically strong Paraplanner who is looking to take the next step in their career within a supportive and progressive environment.