Financial Divisions
High Wycombe, UK
Salary: Up to £55,000 (DOE) Excellent Benefits & Supportive Culture A well-established and growing IFA firm is seeking an experienced Paraplanner to join their collaborative team. This is a great opportunity to work closely with advisers, support high-quality client relationships, and contribute to delivering first-class financial planning. The Role Support advisers with research, analysis, and suitability reports Build and maintain cashflow models Prepare client review packs and documentation Manage client queries, withdrawals, and policy changes Attend client meetings where required Maintain accurate records and manage cases efficiently What You'll Need Level 4 Diploma (essential) Paraplanning experience within an IFA environment Strong knowledge of pensions, investments, and protection Excellent attention to detail and communication skills Ability to manage multiple cases and deadlines What's on Offer Hybrid and flexible working Full...