Paraplanner

We are recruiting for a forward-thinking, independent, and directly authorised growing IFA who are looking to add an additional Paraplanner to their team. Our client prides themselves on providing exceptional service to High Net-Worth (HNW) and Ultra High Net-Worth (UHNW) clients, specializing in complex Inheritance Tax (IHT) and estate planning. They are a digitally led firm continuing to stay ahead of the curve compared to many firms in the industry.

They foster a collaborative, friendly culture where our team works closely together to deliver the best outcomes for clients. If you're looking for a dynamic, supportive environment that values both professional development and personal relationships, we want to hear from you.

Position Overview:As a Paraplanner, you will work closely with Financial Advisers and fellow Paraplanners to provide critical support in preparing recommendations and producing suitability reports. Your role will involve gathering and analysing client data, preparing reports, and ensuring the firm’s documentation processes remain FCA-compliant, all while promoting the company’s services in a professional manner. You will enjoy client interaction, responding to client queries and supporting in client meetings. There is definitely opportunity to progress into a Advisor if desired.

Required Qualifications & Experience:

• Level 4 CII Diploma as a minimum, ideally progressing with Chartered exams
• Paraplanning experience gained in an IFA

This is role is office based 5 days a week.