This is a genuinely different paraplanning role within a boutique, privately owned, directly authorised IFA firm based in Blackheath.You will not be sat in the background purely writing reports.Instead, you will work closely with advisers and clients, attending meetings, shaping advice, and playing a visible role in the client journey from day one.The firm is family-run, stable, and values long-term relationships over volume. The environment is collaborative, professional, and grown-up, with no corporate layers or unnecessary bureaucracy.There are two clear long-term pathways available, depending on what you want:A progression route into advice, with full support if you want to become an adviserA move into an operational / leadership role, helping shape how the business runsThere is no pressure to choose either. The role can be shaped around your strengths and ambitions.The RoleThis is a broad paraplanning role with real client exposure.You will be involved in:Attending client meetings alongside advisersActing as a technical point of contact for clients where appropriateResearching and formulating advice across pensions, investments, protection, and tax planningWriting suitability reports and recommendation lettersCashflow modelling using VoyantProducing and maintaining financial plans using Intelligent Office (IO)Preparing annual review packs and ongoing servicing workLiaising with providers, platforms, and third partiesSupporting advisers with complex cases and planning ..... full job details .....