Paraplanner

Are you a detail-driven financial services professional looking to take the next step in your career?

We’re looking for an experienced and motivated Paraplanner to join a successful and forward-thinking financial planning team. This is an exciting opportunity for someone who enjoys technical analysis, creating high-quality client solutions, and working closely with Financial Advisers to deliver exceptional outcomes.

If you have a passion for financial planning, strong technical knowledge, and enjoy making a real difference for clients, we’d love to hear from you.

Key Responsibilities:

* Preparing detailed suitability reports and financial planning recommendations

* Conducting research and analysis across pensions, investments, protection, and retirement planning

* Supporting Financial Advisers with client reviews and advice preparation

* Analysing client information and preparing cashflow and financial planning documents

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