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Experienced Paraplanner - Leading Wealth Management Firm
Location: Hybrid (1 day a week in the office)Salary: Up to £45,000 basic + 10% bonus + excellent benefits package
Are you an experienced Paraplanner looking to elevate your career in a company that truly values its people? We are proud to represent one of the UK's largest and most respected Wealth Management organisations, renowned for its success, innovation, and commitment to excellence. This industry-leading firm is seeking a highly skilled Paraplanner to join their dynamic team, providing full, end-to-end technical support to a group of top-performing financial planners.
As a key player in this forward-thinking company, you’ll have the opportunity to contribute to the success of both the firm and its clients, working closely with expert financial planners to deliver first class financial advice.
With a strong focus on employee well-being and work-life balance, this role offers an incredibly flexible working arrangement, allowing you to work from home for the majority of the week, with just one day required in the office (though you can attend more frequently if you prefer). This is an exciting opportunity to grow your career with a company known for its exceptional employee support, innovation, and market-leading success.
Key Responsibilities:
- Deliver full, end-to-end paraplanning support, including detailed technical analysis, research, and preparation of client reports.
- Assist financial planners with the development of client-specific financial strategies, ensuring compliance with regulations.
- Work closely with the team to deliver an exceptional level of service to clients.
- Support the financial planners in achieving successful client outcomes through robust financial planning.
What’s on offer:
- Flexible working: Work from home for the majority of the week, with only one day in the office required. If you prefer to work in the office more regularly, that’s an option too!
- Salary up to £45,000 with a 10% annual bonus.
- Outstanding benefits package, including pension, private healthcare, and more.
- First-class training to enhance your skills and support you in achieving further qualifications.
- Support to achieve Chartered status, with exam support and structured career development.
Requirements:
- Must hold Level 4 Diploma in Financial Planning (or equivalent).
- Proven experience in a paraplanning role within the financial services sector.
- Strong technical knowledge and ability to support financial planners with complex advice needs.
- Excellent communication and organisational skills.
