The Opportunity

An established and growing independent financial planning business is looking to recruit an experienced Paraplanner to join their technical team based in Worcester.

This is an excellent opportunity for someone who is Level 4 qualified, currently working towards Level 6/Chartered status, and has at least 2 years’ experience within a technical support, report writing or paraplanning role.

The business has built a strong reputation through client referrals, high-quality advice and a genuine client-first approach. They offer a supportive and collaborative environment where employee development is encouraged and ongoing qualifications are fully supported.

The Role

Working closely with advisers and the team, you will support the delivery of high-quality financial planning solutions and outstanding client outcomes.

Responsibilities will include:

* Preparing review packs for client meetings within agreed timescales

* W...