Salary: £40k–£45k
Location: South East England
Working Model: Hybrid
Are you an experienced Paraplanner ready to make an immediate impact? Join a dynamic financial planning team supporting high net worth clients across pensions, investments, trusts and estate planning.
What you’ll do:
- Analyse client requirements and build cash flow models
- Prepare recommendations, reports, and client-facing documents
- Support reviews and coordinate with advisers and administrative teams
- Contribute ideas, improve processes, and help the team thrive
- 18 months Paraplanner experience
- Strong financial planning and investment knowledge
- Experience with high net worth UK clients
- Level 4 qualified (or working toward it)
- Bonus: Trusts knowledge
- Hybrid working after 3 months in-office
- Competitive salary benefits
- Professional growth and learning opportunities
