276 jobs found

If you are an experienced File Reviewer looking for a job where your technical expertise truly shapes advice quality, this could be the ideal next step in your career. In this File Reviewer job, you will play a crucial role in reviewing financial advice files and ensuring they meet regulatory expectations and internal standards. You will work closely with advisers and paraplanners, offering clear, constructive feedback to maintain a consistently high standard of client outcomes. Key aspects of this File Reviewer role include • Reviewing advice files for suitability, completeness and compliance with FCA requirements • Providing structured feedback to advisers and paraplanners to support development • Managing your own pipeline of reviews to meet service level agreements • Identifying recurring trends or risks and escalating where needed • Staying up to date with regulatory changes and applying these consistently This Advice Checker / File Reviewer job offers strong long term progression, allowing you to deepen your technical knowledge and become a key contributor within a growing compliance function. File Reviewer Requirements • Essential: Level 4 Diploma in Financial Planning (or equivalent) • Essential: Previous experience in file checking, compliance or paraplanning within an IFA firm • Essential: Strong understanding of FCA regulations and suitability requirements • Desirable: Experience reviewing a range of advice types including pensions and investments • Desirable: Experience providing written feedback to advisers The Company You will be joining a well established and growing financial planning firm with a strong reputation for delivering quality advice. The business places a clear focus on compliance, client outcomes and employee development. File Reviewer Benefits • Salary up to £48,000 depending on experience • Hybrid working with minimal office requirement • Early finish on Fridays • Generous annual leave plus additional perks • Pension and protection benefits • Ongoing training and professional development opportunities Location You can be based within reach of offices in Birmingham, Doncaster, Barnstaple or Market Harborough, with flexible hybrid working available. If you are ready to secure a rewarding Advice Checker / File Reviewer job within a supportive and forward thinking environment, apply today. Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information

Technical Paraplanner job offering fully remote working with a progressive national financial planning firm, supporting high performing Financial Planners on complex and interesting client cases. This Technical Paraplanner job is ideal if you enjoy high quality, holistic advice work and want to focus on technical delivery rather than volume driven administration. As a Technical Paraplanner, you will provide end to end paraplanning support across a range of complex financial planning cases. You will be drafted in to support Financial Planners where there are paraplanning capacity gaps, meaning this Technical Paraplanner role suits someone confident picking up new cases quickly and adding immediate value. You will focus on technical research, analysis and suitability report writing, supporting advisers with holistic financial planning and cashflow modelling. The Technical Paraplanner role is delivery focused, working closely with experienced advisers who value strong paraplanning input and trust the quality of work provided. There may be occasional travel to regional offices you are supporting, however this would be infrequent and fully expensed. This Technical Paraplanner job offers long term stability, exposure to complex planning scenarios and the opportunity to work within a supportive, professional environment where quality is prioritised over speed. Technical Paraplanner Requirements Essential: proven experience working as a Technical Paraplanner within financial planning Essential: strong technical knowledge with experience writing bespoke suitability reports for complex advice cases Essential: confident undertaking research and detailed financial calculations Essential: Level 4 Diploma in Financial Planning or equivalent Desirable: experience using modern paraplanning and cashflow systems The Company You will be joining a growing, national financial planning business with offices across the UK. The firm delivers holistic, true financial planning supported by modern technology and a strong focus on client outcomes and advice quality. Technical Paraplanner Benefits Salary up to 50,000 depending on experience Plus excellent company benefits including, discretionary annual bonus, private medical insurance, standard pension, medicash health cash plan. group income protection and life assurance and 28 days holiday rising to 30 days plus bank holidays Fully remote working Support towards career development Location Home based, UK wide, with flexibility for occasional expensed travel. Apply now to be considered for this Technical Paraplanner job Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information

An exciting opportunity has arisen for an experienced Operations Manager to join a growing, regulated financial services business in North London. This is a pivotal role and you will work closely with the advisers, regional directors, the training teams, and other leaders to enhance the client experience, streamline service delivery to advisers and clients, and improve the speed and accuracy of administrative support and advice. The Opportunity Operating in a fast paced, collaborative environment, you will play a key role in ensuring that advice support functions run efficiently, enabling Advisers to focus on delivering high quality financial planning. By embedding best practices, optimising processes, and driving service excellence, you will help maintain the highest standards in client service while ensuring seamless operational support. Key Responsibilities Support other team leaders and advisers by ensuring seamless workflow management and resource allocation. Work to provide clients with the highest level of service, by supporting advisers so that they have more time with their clients. Oversee the performance of the Paraplanning & Planning Support teams, ensuring operational excellence. Own the hiring and performance management of team members, working closely with the People team to ensure alignment with company standards. Proactively provide regular updates to the directors on team performance and capacity. Ensure full accountability for team structure, service delivery, and Adviser support functions. Drive operational efficiency within the Advice Support Functions, ensuring teams work collaboratively and effectively. Leverage MI to implement robust performance metrics, ensuring Advisers and clients receive seamless, high-quality support while effectively supporting the Paraplanner bonus scheme. Work closely with the FP Training Team, which will be responsible for training Planning Support and Paraplanners. Ensure team members understand their core duties, expectations, and service delivery requirements. Act as a first point of contact for any team issues or escalations. Support structured onboarding for new hires within Advice Support Functions, ensuring seamless integration into Pod operations. Work closely with the People and Training teams to drive ongoing professional development for Act as the key leadership figure within the team for Adviser support functions. The ideal candidate will have: Strong operational oversight with expertise in financial planning, paraplanning, and client support. Skilled in performance monitoring, using MI to drive improvements and support structured bonus schemes. Proven leadership and team management within financial services, ensuring efficiency and service excellence. Minimum of 3-5 years experience in paraplanning or client services. Excellent stakeholder management, collaborating with leadership, training, and support teams. Strategic and organised, able to manage multiple priorities in a fast-paced environment. Strong attention to detail, ensuring accuracy and consistency in all processes. Excellent communication skills with a client-focused approach to enhance Adviser and client experiences. Familiarity with FCA regulations and compliance standards within financial advice firms. This role is ideal for someone with extensive knowledge of Paraplanning and Planning Support Administrators, a passion for developing high performing teams, and the ability to drive operational efficiencies while maintaining a high standard of client support. What's on Offer Excellent salary and benefits package Competitive pension scheme Generous holiday allowance Hybrid working (2 days from home)

If you are an experienced File Reviewer looking for a job where your technical expertise truly shapes advice quality, this could be the ideal next step in your career. In this File Reviewer job, you will play a crucial role in reviewing financial advice files and ensuring they meet regulatory expectations and internal standards. You will work closely with advisers and paraplanners, offering clear, constructive feedback to maintain a consistently high standard of client outcomes. Key aspects of this File Reviewer role include • Reviewing advice files for suitability, completeness and compliance with FCA requirements • Providing structured feedback to advisers and paraplanners to support development • Managing your own pipeline of reviews to meet service level agreements • Identifying recurring trends or risks and escalating where needed • Staying up to date with regulatory changes and applying these consistently This Advice Checker / File Reviewer job offers strong long term progression, allowing you to deepen your technical knowledge and become a key contributor within a growing compliance function. File Reviewer Requirements • Essential: Level 4 Diploma in Financial Planning (or equivalent) • Essential: Previous experience in file checking, compliance or paraplanning within an IFA firm • Essential: Strong understanding of FCA regulations and suitability requirements • Desirable: Experience reviewing a range of advice types including pensions and investments • Desirable: Experience providing written feedback to advisers The Company You will be joining a well established and growing financial planning firm with a strong reputation for delivering quality advice. The business places a clear focus on compliance, client outcomes and employee development. File Reviewer Benefits • Salary up to £48,000 depending on experience • Hybrid working with minimal office requirement • Early finish on Fridays • Generous annual leave plus additional perks • Pension and protection benefits • Ongoing training and professional development opportunities Location You can be based within reach of offices in Birmingham, Doncaster, Barnstaple or Market Harborough, with flexible hybrid working available. If you are ready to secure a rewarding Advice Checker / File Reviewer job within a supportive and forward thinking environment, apply today. Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information

Paraplanner Location: Burnham-on-Sea, TA8 2AS Working Hours: 37.5-hour working week, Monday to Friday (08:45 am 5:15 pm) with 1-hour lunch break Salary: £26,000 £35,000 (depending on experience and qualifications) The Role Our client is dedicated to helping clients achieve their financial goals through personalised planning and advice click apply for full job details

A fantastic opportunity has arisen for an experienced and ambitious Paraplanner to join a highly respected Chartered Financial Planning practice based in the heart of the City. This is a key role supporting a long-established Adviser with over 20 years' tenure and an estimated £80m AUM, working with a large and loyal client base including many High-Net-Worth individuals (average client size c.£800k). This position is ideal for a career Paraplanner who thrives in a technical, client-focused environment and is committed to delivering high-quality work within a professional, friendly team. The Role You will work closely with one Adviser, providing full paraplanning and case management support across pensions, investments, protection and inheritance tax planning. Responsibilities include: Producing detailed and accurate suitability reports for new business and annual reviews Conducting in-depth product and fund research using tools such as Selectapension, FE Analytics and Defaqto Managing cases from client agreement through to implementation Liaising with providers to gather policy information and ensure smooth processing Maintaining accurate pipeline records and updating clients and the Adviser Producing valuations and managing the annual review process Completing fact finds and maintaining client files on the back-office system Submitting new business on provider platforms and internal systems Monitoring trail fees, invoicing clients and managing ongoing fee processes Actioning fund switch instructions General administrative duties to support the advice process What We're Looking For Level 4 Diploma qualified (essential) Strong technical knowledge across pensions, investments, protection and IHT A genuine career Paraplanner with at least 5+ years' experience Ideally working towards Chartered status or keen to progress Excellent written and verbal communication skills High attention to detail and strong organisational ability Confident working independently and as part of a close-knit team Proactive, self-motivated and able to take ownership of tasks About the Adviser You will support an Adviser with over two decades of experience and a strong track record of delivering high-quality advice. The client bank is well-established, diverse and includes many HNW individuals, with cases typically centred around pensions, investments and protection. Why Apply? Work closely with a highly experienced Adviser with a substantial, quality client bank Join a respected Chartered firm with a supportive, team-focused culture Genuine career development with full support towards further qualifications A varied, interesting workload with exposure to complex cases Competitive salary and a stable, long-term opportunity Please send your CV to Ursula at Financial Divisions

Job Title: Diploma Qualified Paraplanner Salary: £45,000 - £65,000 DOE About the Company: Our client is a well-established and highly respected independent financial planning business with a strong reputation for delivering advice to high-net-worth individuals and families. Backed by a larger national group whilst maintaining its entrepreneurial culture and autonomy, the business combines the resources of a larger organisation with the flexibility and personal approach of a boutique firm. Known for its technical excellence, supportive environment and commitment to professional development, the firm offers exposure to complex financial planning cases and clear long-term career pathways. Role Summary: An opportunity has arisen for an experienced Diploma Qualified Paraplanner to join a highly technical and collaborative team supporting advisers with complex financial planning cases. Working closely with senior advisers and technical specialists, you will play a key role in delivering high-quality suitability reports, research and planning solutions for a high-net-worth client base. This position offers significant exposure to sophisticated planning work, ongoing professional development support and clear progression opportunities into either senior technical roles or financial planning positions. Key Responsibilities: • Prepare detailed suitability reports and technical recommendations, developing expertise across complex financial planning scenarios • Conduct research across pensions, investments, protection and tax planning strategies, supporting high-quality client outcomes • Collaborate with advisers and administrators within a team-based service model, contributing to an efficient and client-focused service • Review and analyse client information to support robust planning recommendations and regulatory compliance • Assist with complex high-net-worth cases, enhancing your technical capability and professional development • Support continuous improvement initiatives and contribute to the firm's evolving service proposition Requirements: • Diploma qualified in Financial Planning (or working towards completion) • Strong paraplanning experience within an independent financial advice environment • Experience producing suitability reports and technical research across core financial planning areas • Strong understanding of pensions, investments, protection and tax planning • Excellent analytical, communication and report-writing skills • A proactive and collaborative approach with a desire to continue developing professionally Benefits: • Royal London pension scheme with 4% employer contribution • Annual company bonus scheme (post-probation) • Amber River Premier Bupa Health Cash Plan (post-probation) • Life Assurance (£200,000) • 25 days annual leave plus additional entitlement after long service • Christmas shutdown period • Employee Assistance Programme • Digital GP and wellbeing support services • Company-funded study support • Cycle to Work Scheme If this role isn't quite right, it's still worth speaking to one of our specialist team, we may be working on something that hasn't hit the market yet. Related Job Titles: Senior Paraplanner, Technical Paraplanner, Financial Planning Paraplanner, Wealth Planning Paraplanner, Financial Planning Analyst

Paraplanner (Progression to Financial Advisor) Armagh Area Are you an experienced Paraplanner ready to take the next step into a client-facing Financial Advisor role? This is an excellent opportunity to join a growing and supportive firm that is actively looking to develop talent from within. The Opportunity Our client is seeking a motivated and ambitious Paraplanner who is eager to transition into a Financial Advisor position. You'll initially support advisory work while being given a clear pathway to manage your own clients and build a successful advisory career. You'll benefit from an existing portfolio of warm clients, alongside the opportunity to grow and develop new business. Key Responsibilities Provide high-quality paraplanning support to financial advisors Assist in the preparation of financial plans and client recommendations Manage and develop relationships with an existing base of warm clients Proactively identify and pursue new business opportunities Progress into a fully client-facing Financial Advisor role over time Requirements Minimum Level 4 Diploma in Financial Planning Proven experience in a paraplanning role Strong desire to transition into a Financial Advisor position Excellent communication and relationship-building skills Proactive approach to business development Full UK driving licence and access to your own vehicle What's on Offer Clear and supported career progression into Financial Advice Access to an existing client bank Ongoing professional development and training Competitive salary and benefits package If you're ready to take the next step in your financial services career and build your own client base with full support, we'd love to hear from you. Please send your CV to Colleen Farquharson via the apply link Brook Street NMR is acting as an Employment Agency in relation to this vacancy.

Brook Street Recruitment is working on behalf of our client in Newtownards to recruit a Technical Administrator / Paraplanner to join their team A Technical Administrator (or Paraplanner) will generally handle the following duties: Drafting annual review reports and client suitability documentation. Liaising with fund managers and product providers to gather necessary financial data. Ensuring file processing aligns with FCA and Openwork network standards. Workflow Management: Logging cases and assisting the broader admin team with smooth client handovers Produce high-quality suitability and review reports in line with regulatory standards Conduct research and analysis to support financial planning recommendations Work closely with advisers and providers to deliver effective client outcomes Maintain workflow processes and supported compliance requirements Deliver reporting on pipeline and service levels This is a full time and permanent office-based role The client offers a blend of strong financial rewards and robust professional support. Key benefits include competitive salary, depending on experience. Performance bonuses, comprehensive benefits (private medical, pension), and dedicated operational support Please send CV to Collleen Farquharson via the apply link Brook Street NMR is acting as an Employment Agency in relation to this vacancy.

Paraplanner Hours: 9am-5pm Monday - Friday Benefits: 25 days holiday + 8 bank holidays, after 3 years' service additional day added per year to a maximum of 30 days. Bonus Scheme. Pension. Private Medical. Birthday off each year. Free parking Salary: Competitive and based on experience Extras: Exam funding and study support, clear progressive and a supportive working environment Solid paraplanning experience essential, ideally around 3 years Duties include: Preparing high-quality suitability reports across financial products Analyse client information and conduct technical research Structure advice in line with client objectives Maintain accurate client records and workflows using Salesforce Produce cashflow modelling and planning illustrations Supporting Advisors with pre and post meeting preparation Assist with complex planning cases and technical queries You will have experience within a UK Financial Planning or Paraplanning environment, have a strong understanding of regulated advice processes and excellent written and communication skills. Brook Street NMR is acting as an Employment Agency in relation to this vacancy.

Brook Street (UK) Limited is delighted to be recruiting a Paraplanner for our East Belfast client. Please note that applicants must have worked for a Financial Services company - the clienht is not interested in speaking to people from banking etc. Only those with direct experience with wealth management will be considered Responsibilities Provide Administration support to the Financial Advisor Organising client files for meetings, preparation of valuations and product research Submission of new business applications, monitoring through to completion Ability to process Pension transfers and replacement business Accurate inputting onto systems. Maintaining and ensuring completeness of client files for compliance purposes Prepare draft suitability reports for clients Liaising with clients and professional bodies Managing/updating business pipeline and all client files Organising appointment diary and advisor meetings General Administration duties Keeping up to date with knowledge of products and ongoing compliance and Anti-money laundering requirements Criteria / Previous experience: Have worked within a Financial Advisor/ Wealth management practice for at least 3 years Knowledge of investments, pensions and protection products Achieved or working towards Diploma level Financial Services qualifications Salary will depend on background and be relevant to experience Please send CV to Colleen Farquharson via the link Brook Street NMR is acting as an Employment Agency in relation to this vacancy.

This Paraplanner job offers you the opportunity to join a highly active and expanding financial planning business where your work will have immediate impact. As a Paraplanner, you will support advisers by delivering high quality research, report writing and cashflow modelling, helping the business manage increasing demand and ongoing growth click apply for full job details

This Paraplanner job offers you the opportunity to join a highly active and expanding financial planning business where your work will have immediate impact. As a Paraplanner, you will support advisers by delivering high quality research, report writing and cashflow modelling, helping the business manage increasing demand and ongoing growth click apply for full job details

This Paraplanner job offers you the opportunity to join a highly active and expanding financial planning business where your work will have immediate impact. As a Paraplanner, you will support advisers by delivering high quality research, report writing and cashflow modelling, helping the business manage increasing demand and ongoing growth click apply for full job details

This Paraplanner job offers you the opportunity to join a highly active and expanding financial planning business where your work will have immediate impact. As a Paraplanner, you will support advisers by delivering high quality research, report writing and cashflow modelling, helping the business manage increasing demand and ongoing growth click apply for full job details

This Paraplanner job offers you the opportunity to join a highly active and expanding financial planning business where your work will have immediate impact. As a Paraplanner, you will support advisers by delivering high quality research, report writing and cashflow modelling, helping the business manage increasing demand and ongoing growth click apply for full job details

An excellent opportunity has arisen for an ambitious and technically strong financial planning professional to step into a client-facing advisory role within a highly regarded, planning-led wealth management firm. This position is ideally suited to an experienced Paraplanner or Junior Adviser who is progressing toward Chartered status and is now looking to transition into advice, working with high-net-worth clients in a supportive and structured environment. The Opportunity You will work closely with a Senior Chartered Adviser, supporting client relationships and gradually taking on more responsibility as you develop your advisory skills. Over time, you will transition into managing your own portfolio of clients, with no requirement to bring business, as clients will be introduced and handed over as part of your development. This is a structured pathway role, designed to support your progression from technical specialist into a confident, client-facing Financial Planner. The role is based out of Cambridge, with a hybrid working pattern of 3 days in the office and flexible hours. Key Responsibilities Support the delivery of holistic financial planning advice to high-net-worth clients Assist in client meetings and gradually take a more active advisory role Prepare and present financial planning recommendations Undertake cashflow modelling and technical analysis Work closely with paraplanning and client support teams Build long-term relationships with clients as responsibility increases Maintain high standards of compliance and client service About You We are looking for individuals who combine strong technical knowledge with the ambition and interpersonal skills to develop into a high-quality Adviser. You will be: Level 4 Diploma qualified (minimum), ideally working toward Chartered status Currently working as a Paraplanner, Associate Planner, or Junior Adviser Technically strong, with experience supporting complex financial planning cases Keen to move into a client-facing role and develop as an Adviser A confident communicator with strong interpersonal and relationship-building skills Professional, credible, and motivated to succeed in a HNW advice environment This role would particularly suit a high-performing Paraplanner who is ready to step up into advice but is looking for the right environment, mentorship, and client exposure to do so successfully. What's on Offer £40,000 - £60,000 base salary (dependent on experience) Performance-related bonus Exceptional benefits package Hybrid working: 3 days in the office with flexibility around hours Clear and structured progression pathway into a Financial Adviser role Access to an existing HNW client base (no business development requirement) Ongoing mentorship from a Senior Chartered Adviser A professional, collaborative, and high-performing environment This is a genuine opportunity to accelerate your career into financial advice within a firm that invests in its people and prioritises high-quality client outcomes. If you are an ambitious Paraplanner or Junior Planner ready to take the next step into a client-facing role-without the pressure of generating your own clients-this could be the ideal move.

This Paraplanner job offers you the opportunity to join a highly active and expanding financial planning business where your work will have immediate impact. As a Paraplanner, you will support advisers by delivering high quality research, report writing and cashflow modelling, helping the business manage increasing demand and ongoing growth click apply for full job details

We are seeking an experienced Client Manager or Client Relationship Manager to join a growing advice team, primarily based in Stansted. You will support a highly experienced Chartered Adviser, playing a central role in delivering a seamless and well-organised client experience. The Role You will act as the key point of contact for clients, ensuring a smooth journey from onboarding through to ongoing financial planning and investment administration. Key responsibilities include: Managing day-to-day client relationships and providing proactive support Coordinating client meetings, reviews, and follow-up actions Preparing accurate pre- and post-meeting documentation Overseeing workflow, ensuring all planning, compliance, and administrative tasks are completed efficiently Maintaining high-quality, compliant client records and documentation Liaising with providers, platforms, and professional third parties Supporting investment administration including contributions, withdrawals, and transfers Working closely with Advisers, Paraplanners, and wider support teams You will play a pivotal role in ensuring clients feel informed, supported, and confident throughout their financial journey. About You 2-3+ years' experience in a Client Manager / Client Relationship role within an IFA or advice firm Working towards (or willing to study for) the CII Diploma in Regulated Financial Planning Strong organisational skills and exceptional attention to detail Confident communicator with a professional and client-focused approach Proactive, reliable, and able to manage multiple priorities effectively Experience with CRM systems and maintaining high-quality client data Just as important as your experience is your personality. We are looking for someone who will thrive in an open, collaborative and supportive environment, and who values teamwork, communication and building strong relationships. What's on Offer Salary up to £35,000 Hybrid working Highly flexible working hours Excellent company benefits Supportive, team-focused culture Opportunities for development and progression This is a fantastic opportunity for someone looking to build their career within a high-quality financial planning environment where culture and people are genuinely valued.

A leading and rapidly expanding wealth management firm is seeking an experienced Senior Paraplanner to join its growing Wealth Planning team based in the City of London. Following a number of recent acquisitions and significant growth in assets under management, the firm continues to invest heavily in its financial planning division and is looking to strengthen its London team with an experienced technical professional. The Role Working closely with Senior Wealth Planners, you will provide technical support in delivering holistic financial planning advice to high-net-worth clients. This includes conducting detailed research across pensions, investments, protection and tax planning strategies, while producing high-quality client documentation and suitability reports. The position also offers the opportunity to contribute to the development of the paraplanning function by mentoring junior team members and supporting technical knowledge sharing across the team. Key Responsibilities Conduct technical research across pensions, investments, protection and tax planning solutions Prepare high-quality, client-centric suitability reports and recommendation documentation Support Wealth Planners in delivering holistic financial planning advice Assist with cashflow modelling and technical analysis Draft and coordinate technical documentation for client meetings Act as a technical point of reference for colleagues Mentor and support junior paraplanners within the team Contribute to process improvements and best practice across the paraplanning function Requirements Significant experience within a paraplanning role supporting financial advisers or wealth planners Strong technical knowledge across pensions, investments, protection and tax planning Experience producing high-quality suitability reports Level 4 Diploma in Regulated Financial Planning (or equivalent) Progress towards Chartered status or Advanced Diploma desirable Excellent analytical, organisational and communication skills Experience using financial planning systems and cashflow modelling tools is advantageous The Opportunity This role offers the chance to join a highly regarded wealth management business during a period of continued expansion. For the right individual, there is scope to develop into a leadership or management role within the paraplanning team. Package Salary circa £55,000 - £62,000 Discretionary bonus Pension Private medical insurance and additional benefits Hybrid working after initial probation period If you are an experienced paraplanner looking to take the next step in your career within a growing and well-respected wealth management firm, we would welcome your application.