Paraplanner

Paraplanner - Mill Hill

Salary: £50,000–£55,000

Are you a qualified Paraplanner looking to take the next step in your career? This is an exciting opportunity to join a well-established, fast-growing financial planning team where you’ll play a key role in supporting advisers and delivering an exceptional service to a growing client base.

You’ll enjoy a collaborative environment, strong team culture, and genuine opportunities for long-term progression. After an initial training period, you’ll benefit from a hybrid working model with a balance of remote, office and in-person interactions tailored to the needs of the role, the team and clients.

The Role

As a Paraplanner, you will provide technical support to financial advisers and help drive high-quality financial planning. This position suits someone analytical, detail-oriented, and proactive, with a passion for ongoing development.

Key Responsibilities:

• Conduct detailed financial analysis to support adviser recommendations.
• Gather, organise and assess client financial information (income, expenditure, assets, liabilities).
• Use financial planning software to model scenarios and build projections.
• Prepare and review investment proposals and client reports.
• Collaborate with advisers to develop tailored financial strategies.
• Carry out product researc...