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Experienced Paraplanner: Reports, Research & Client Support

📍 Location
rotherham
⏰ Job Type
Full-time
📅 Posted
June 20, 2026

About the Role

A national firm of IFAs is seeking an experienced Paraplanner to join their Rotherham team. The role involves writing Financial Planning Reports, providing technical support to Financial Advisers, and conducting research on clients' financial needs. Ideal candidates will have experience in a Financial Advice firm, possess excellent communication and organisational skills, and be comfortable using office software. The firm offers a supportive environment that encourages professional development.
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