Paraplanner

Step into a pivotal paraplanning role within a growing financial services operation The business is seeking a capable paraplanner to support advisers and deliver precise, client-ready documentation. The position promises clear progression, increased autonomy, and a culture that rewards initiative and collaboration. Salary up to £50,000 + hybrid working 3 days in the office and 2 from home, Office in Richmond • Accelerated professional growth with exposure to complex cases and regulatory standards • Greater independence in workload management, backed by a supportive team • Structured development with access to training, mentoring, and career coaching • Flexible working arrangements and an inclusive, energetic culture Responsibilities • Prepare comprehensive paraplanning output, including research, product comparisons, and suitability documentation • Collaborate with advisers to tailor recommendations and draft client-ready reports • Maintain accurate client records, ensure regulatory compliance, and support annual reviews • Contribute to process improvements to streamline case management and documentation • Assist with project work and ad-hoc analysis as required by the team Candidate profile • A proven track record in financial planning support, within paraplanning • Strong analytical mindset, exceptional attention to detail, and the ability to translate complex information into clear, client-friendly material • Proactive, collaborative, and adaptable with a genuine interest in learning and growth • Excellent communication and teamwork capabilities