As a Paraplanner, you will support advisers in providing compliant financial strategies, create suitability reports, and enhance efficiency across teams.

The Senior Compliance Manager will oversee regulatory compliance, provide guidance on FCA rules, improve compliance frameworks, and liaise with regulators, ensuring high-quality support across financial services.

The Associate Financial Planner will meet clients to discuss their goals, provide tailored financial advice, and streamline processes while collaborating across the business.

Advise clients on residential and buy-to-let mortgages, convert incoming leads, manage cases end-to-end, ensure FCA-compliant advice and documentation, maintain product and market knowledge, collaborate with planning teams, and improve departmental processes.

Lead and develop the paraplanning team, own suitability production standards, drive AI and automation integration, improve operational efficiency, and deliver MI for capacity and quality management across advice delivery.