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Job description

My client is a UK wide IFA group with as strong presence in the Midlands.

Following a period of expansion they now service clients across four well placed offices throughout the region.

Due to growth they are seeking a Paraplanner to join a friendly and hardworking team supporting a team of Financial Planners.


  • Liaise closely with Financial Planners to gather fact find information for researching suitable outcomes
  • Prepare complex research and recommendations across a wide range of Financial Planning solutions
  • Prepare findings ahead of client meetings
  • Preparing suitability reports based on suitable client outcomes
  • Ad hoc project work

Candidate requirements
Essential to have worked in a similar Paraplanner role.
Comprehensive understanding of Financial Planning solutions in retirement, investment and tax efficiency.

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