Paraplanner - £45,000

📍 Nottingham/ Wilmslow/ Glasgow/ Aberdeen- Hybrid

Join a forward-thinking, independent financial advice business committed to client-first, tailored financial planning. We're looking for a skilled Diploma-qualified Paraplanner to support our advisers through expert research, technical analysis, and the preparation of compliant, client-focused recommendation reports.

What you'll be doing:

✔️ Collaborating with advisers to analyse client needs & objectives

✔️ Conducting research and cashflow modelling

✔️ Preparing tailored suitability reports

✔️ Maintaining accurate client records

✔️ Supporting a high standard of compliance and service

What we're looking for:

🔹 Level 4 Diploma in Financial Planning

🔹 Strong technical knowledge across pensions, investments & protection

🔹 IFA/Wealth Management experience

🔹 Great communication, organisation & attention to detail

👉 If you're a detail-driven Paraplanner looking for your next challenge, apply now or message me for a confidential conversation