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Paraplanner (Inverness)

Posted: 04/12/25
Recruiter:Fram Executive Search Limited
Reference:3040782670
Type:Permanent
Salary:Competitive
Location:Inverness, UK
Description: Looking for your next step in a genuinely client-first Financial Planning business? We're working on behalf of a IFA business who is hiring an experienced Paraplanner to join their supportive & client focused team.
As an integral part of this independent firm, you'll work closely with Advisers to deliver high-quality technical support, produce compliant suitability reports, and ensure clients receive a best-in-class experience. This is a direct replacement, so solid Paraplanning experience is essential, ideally backed by your Level 4 Diploma (or working towards it).
What you'll bring:
  • Proven Paraplanning background within a Financial Planning/Wealth Management environment
  • Strong technical knowledge across pensions, investments, and tax planning
  • Ability to craft clear, compliant advice reports
  • A collaborative, client-centric mindset
Benefits:
  • Salary from £40,000 (depending on experience)
  • Hybrid working for genuine flexibility
  • The chance to join a respected, long-standing firm with deep client loyalty
If you're an experienced Paraplanner looking for a stable, supportive, forward-thinking home -we'd love to hear from you.

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