Paraplanner – Hybrid role in Richmond (Chartered IFA)

About the role

Our client, a nationally recognised Chartered IFA firm, is seeking an experienced Paraplanner to join their Richmond office. The position offers a hybrid working model, allowing two days of remote work each week while maintaining a strong presence in the office.

Key responsibilities

• Prepare and write detailed suitability reports for client financial plans.
• Support advisers with research, analysis and documentation.
• Ensure compliance with regulatory standards and internal policies.
• Liaise with clients and third‑party providers to gather necessary information.
• Assist in the development of financial recommendations under the supervision of senior advisers.

Required profile

• Proven experience as a Paraplanner, preferably within an IFA environment.
• Ability to produce high‑quality suitability reports.
• Part‑Chartered status or working towards chartered qualification is desirable.
• Experience with investment‑only (IO) products is advantageous, though training will be provided.

Required skills

What we offer

• Competitive salary ranging from £45,000 to £52,000 per year.
• Hybrid working arrangement – 2 days remote, 3 days onsite.
• Comprehensive benefits package.