Client-Facing Paraplanner & Technical Advisor

Shearwater Recruitment is seeking a diploma-qualified paraplanner for a hybrid role in Gerrards Cross (Buckinghamshire). You will attend client meetings with Financial Planners, perform research, build cashflow models and prepare suitability reports.

The position blends client contact with technical analysis, including involvement in annual reviews and internal Investment Committee discussions. The role offers strong benefits and a clear path to professional training, with 35 hours per week in a