Paraplanner

Join us as a Paraplanner (12 months fixed term contract) and become a key part of our Wealth Planning team, helping deliver remarkable financial planning advice to PBWM clients. In this role, you’ll act as the first point of contact for Wealth Planners, providing technical expertise, managing complex queries, and fostering an inclusive, collaborative culture. You’ll prepare professional, compliant suitability reports, produce meeting packs, and handle all associated technical and administrative tasks with precision. You’ll work closely with internal stakeholders, operations teams, and third-party providers to ensure seamless delivery and timely resolution of issues. Accuracy and attention to detail are essential, as you’ll maintain client records across all systems and take ownership of tasks from start to finish. With a good commercial mindset, you’ll partner with Wealth Planners to help achieve business targets while keeping client needs at the heart of everything you do. This is a fast-paced, high-pressure environment where balancing quality and quantity is key.