A growing and well-established financial planning business is looking to appoint a Paraplanner to join its expanding team in the South West. This is an excellent opportunity for someone who enjoys working closely with advisors, building strong client solutions, and developing their technical expertise within a supportive environment.You'll join an experienced team that takes a genuine coaching approach to development, offering strong progression opportunities and ongoing support with professional exams and career growth. The business has built an excellent reputation within wealth management and financial planning, with a strong focus on delivering tailored advice and long‑term value to clients.What you'll be doingSupport Financial Advisors with client research and financial planningPrepare detailed suitability reports and recommendation documentsAnalyse financial information and assist with investment planningHelp develop retirement and wealth management strategiesMaintain accurate and compliant client recordsLiaise with clients and internal teams to ensure a smooth advice processConduct market and product research where requiredAssist in delivering high‑quality client outcomes across a range of financial planning needsIs this you?Experience working within financial planning, wealth management, or paraplanningQFA qualified or currently working toward further professional qualificationsStrong attention to detail with excellent analytical and report‑writing skillsWhat's on offerSalary of €45,000 - €55,000Hybrid working modelStrong benefits packageSupportive and collaborative working cultureOngoing support with exams and professional developmentClear progression opportunities within a growing businessOpportunity to learn from an experienced and highly supportive teamHow to applyTo learn more about this opportunity, contact Michael Gorman directly or apply with your CV below.
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