About the role
Are you an experienced Paraplanner looking for a genuinely flexible role within a growing, forward-thinking wealth management business?
We're working on behalf of a rapidly expanding, well-backed financial planning firm seeking to appoint an additional Paraplanner as part of its continued national growth. This is an excellent opportunity to join a collaborative technical team where your expertise will be valued, your career supported and your work-life balance genuinely respected.
Whether you're looking for a fully remote position or would prefer a hybrid arrangement if you're based near Cambridge, this role offers the flexibility to work in a way that suits you.
The RoleWorking alongside experienced Financial Planners, you'll provide high-quality technical support across a varied and complex client portfolio. You'll be responsible for producing detailed suitability reports, carrying out technical research and helping advisers deliver excellent client outcomes.
This is a technically focused role offering exposure to a broad range of financial planning matters, including pensions, investments, protection, tax planning and retirement advice. You'll also contribute towards maintaining technical standards, supporting best practice and helping develop paraplanning processes as the business continues to grow.
Key Responsibilities- Preparing accurate, compliant suitability reports
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