Paraplanner

Job Description:

• Established financial advice firm with 14 experienced advisors working on a pooled basis
• New modern offices with free onsite parking
• Supportive, professional, and growth-focused culture

• Support advisors with the preparation of suitability reports and annual financial reviews
• Work closely with colleagues to maintain high standards of compliance and client service
• Opportunity to grow into a fully qualified paraplanner and beyond, with structured development support

• Level 4 part-qualified 
• Experience preparing suitability reports and annual financial reviews
• Excellent organisational and communication skills
• Team-oriented approach with ability to manage multiple tasks effectively

• Salary of £35,000+
• 2 days per week working from home (more office presence required during 6-month probation)
• Full study support towards qualifications
• New modern office space with free onsite parking
• Collaborative environment with 14 advisors
• Clear career progression pathway within the firm