_{15th January, 2026}

My client, a boutique firm of Chartered Financial Planners, is seeking an experienced Paraplanner to support advisers in delivering high-quality, independent financial advice to corporate and private clients.
The Role

• Technical support to advisers following client meetings
• Investment portfolio reviews and research
• Preparation of suitability reports and client documentation
• Ensuring ongoing compliance and Consumer Duty requirements

Key Requirements

• Minimum 4 years’ experience in the IFA sector
• Strong investment knowledge and analytical skills
• Excellent report writing and attention to detail
• Comfortable using investment and back-office systems (FE Analytics / Intelligent Office desirable)
• Level 4 Diploma qualified or close to completion
• Able to work independently in a fast-paced, paperless environment

Benefits

• Competitive salary (DOE)
• Pension, PMI, death in service & income protection
• Hybrid  working options

Apply now to join a professional, supportive and growing financial planning team.

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