Cameron James

Paraplanner Location: Hybrid (office/home working) Office Uxbridge Hours: Full-time (37.5 hours per week) Salary: Competitive, dependent on experience Our clients are an independent financial planning practice committed to building long-term client relationships through exceptional personal service. As the business continues to grow, they are looking for an experienced Paraplanner to join the team. The Role The Paraplanner will work closely with Financial Advisers to provide high-quality technical support throughout the financial planning process. You will be responsible for researching and analysing client circumstances, preparing suitability reports and helping advisers deliver clear, well-considered financial planning recommendations. This is an excellent opportunity for someone who enjoys the technical side of financial planning and wants to be part of a collaborative team where quality of advice and client outcomes are the priority. Key Responsibilities...