Location
Shrewsbury
Posted
June 08, 2026
Commute
Local Area
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Job Description
Description
We are looking for an experienced Paraplanner to support our Financial Planning team in delivering high-quality advice and client outcomes.
You will work within a cross-functional βPodβ alongside Financial Planners and Client Support Executives, taking ownership of cases, providing technical insight, and ensuring recommendations are accurate, compliant, and client-focused.
This role suits a paraplanner who wants real responsibility, a varied caseload, and the opportunity to deepen technical expertise within a well-structured advice environment.
Key Responsibilities
Case Ownership
Prepare detailed, compliant suitability reports tailored to individual client needs.
Take full ownership of cases from start to finish, ensuring accuracy and alignment with client objectives.
Manage complex workloads independently, prioritising tasks to meet deadlines.
Adviser Collaboration
Work closely with advisers to understand client goals a...
We are looking for an experienced Paraplanner to support our Financial Planning team in delivering high-quality advice and client outcomes.
You will work within a cross-functional βPodβ alongside Financial Planners and Client Support Executives, taking ownership of cases, providing technical insight, and ensuring recommendations are accurate, compliant, and client-focused.
This role suits a paraplanner who wants real responsibility, a varied caseload, and the opportunity to deepen technical expertise within a well-structured advice environment.
Key Responsibilities
Case Ownership
Prepare detailed, compliant suitability reports tailored to individual client needs.
Take full ownership of cases from start to finish, ensuring accuracy and alignment with client objectives.
Manage complex workloads independently, prioritising tasks to meet deadlines.
Adviser Collaboration
Work closely with advisers to understand client goals a...