Paraplanner

Paraplanner Job Maidenhead Hybrid Working Independent Financial Planning Firm

This Paraplanner job in the Maidenhead area offers the opportunity to join a well structured and professional independent financial planning firm where technical quality and collaboration are genuinely valued. If you are an experienced Paraplanner looking for stability, hybrid working and exposure to a broad range of advice cases, this Paraplanner job is well worth exploring.

In this Paraplanner job, you will play a key role supporting Financial Advisers by producing high quality research and suitability reports across a wide spectrum of financial planning work. You will work closely with Advisers and fellow Paraplanners in a dedicated support model, allowing you to build strong relationships and gain a clear understanding of each adviser’s clients and advice approach.

The Paraplanner role offers variety, with involvement in annual reviews, new business cases and ongoing client planning. ...