Paraplanner – Kimbolton

£40,000 – £50,000 + Established IFA Practice + Supportive Team Environment + Long-Term Stability + Relationship‑Led Culture

Are you an experienced Paraplanner or Financial Services professional with strong technical knowledge and a passion for supporting advisers to deliver excellent client outcomes? This is a fantastic opportunity to join a well‑established Independent Financial Advice practice with decades of experience, offering a stable, supportive, and collaborative working environment.

Responsibilities

• Conduct whole-of-market research to identify suitable financial planning solutions
• Analyse client information and interpret data gathered by Financial Advisers
• Prepare suitability reports and recommendation letters
• Produce quotations and technical illustrations using industry research tools
• Process new business applications and manage cases through to completion