Paraplanner

Are you a detail-driven Paraplanner with a passion for precision, a flair for financial analysis, and a strong technical foundation? A well established UK IFA is seeking a talented Paraplanner to join a high-performing, collaborative team supporting experienced IFAs and Directors.

This is a fantastic opportunity to join a highly respected, growing business that values integrity, innovation, and your professional development.

What You’ll Do:

• Craft clear, compelling suitability reports tailored to client needs
• Conduct in-depth research and due diligence on products, platforms, and tax-planning solutions (including VCTs and EIS)
• Work with IFA's on what recommendations would best suit the client in line with their objectives and circumstances
• Deal with clients technical queries and provide general guidance in the absence of an IFA.
• Liaise with IFAs, compliance, and admin teams to deliver robust, compliant client outcomes
• Dive into data analysis, manage client files, and stay ahead on tech and compliance tools
• Take ownership of projects including platform reviews and provider assessments

Who You Are:

• Ideally Level 4 qualified and working toward Chartered status
• Paraplanning experience, technically proficient, with strong understanding of advice strategies and compliance standards
• Highly organised and confident using systems like Intelliflo and Paraplanner Online
• An excellent communicator with top-tier report writing and research skills
• Comfortable juggling priorities, solving problems, and driving quality outcomes

Why You’ll Love It:

• Competitive salary, pension, holiday + private healthcare
• Support with continued qualifications, monthly CPD time with travel expenses paid
• A collaborative, forward-thinking culture where paraplanners are valued as strategic partners

Apply now to take the next step in your paraplanning career and grow with a firm that supports your development.