ParaplannerStansted Mountfitchet£40,000 - £55,000 (depending on experience)Hybrid working (Monday and Friday from home)Client OverviewThis is a boutique, whole-of-market financial planning firm of 22, known for delivering genuinely holistic and personalised advice. Relationships matter here - both with clients and within the team.Paraplanning is seen as a core part of the advice process,. You''ll sit alongside a lead adviser, supported by a client manager and a dedicated administration team, working together to deliver a seamless experience.This would suit an experienced Paraplanner, Diploma qualified, who enjoys building technical knowledge and being involved in the wider client journey.Role DetailsWorking closely with a lead adviser, you will be producing high-quality suitability reports and undertaking detailed technical research.Carrying out cashflow forecasting and preparing bespoke reports tailored to individual client objectives.Attending client meetings, helping capture actions and ensuring follow-ups are completed smoothly.Contributing to holistic financial planning strategies using whole-of-market research.Operating within a collaborative team of adviser, client manager and admin support, where communication is open and shared.Ideal for someone who enjoys the technical depth of paraplanning but also values being part of a close-knit team environment.Benefits / Details£40,000 - £55,000 salary depending on experience.Hybrid working with Mondays and Fridays from home.2