Back to search
Our client, a well-respected financial services firm, is seeking a motivated Paraplanner to support their expanding team. This position is perfect for candidates who are working towards their Level 4 Diploma and will also have work experience in a Financial Practice, with a focus on paraplanning, research and technical report writing.
Key Responsibilities:
- Researching, analysing, and compiling Financial Planning Reports.
- Providing technical support to advisers on asset allocation and investment portfolios.
- Preparing detailed client analyses, including Tax Planning, Risk Modelling, and Pension Forecasts.
- Managing client queries and delivering prompt, accurate responses.
- Supporting advisers with the preparation of financial plans, ensuring compliance and quality.
What We’re Looking For:
- A proactive and detail-oriented individual with Financial Services experience
- Working towards Level 4 Diploma in Financial Planning.
- Strong analytical and communication skills, with a commitment to professional growth.
Benefits Include:
- 28 days of annual leave plus bank holidays.
- Hybrid working
- Death in service benefit and workplace pension.
- Free car parking and tailored working hours for work-life balance.
This is an exceptional opportunity to join a customer-focused, growing firm that values professional development and offers a supportive, flexible working environment.
