Location
kimbolton
Job Type
Full-time
Posted
July 14, 2026
Job Description
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