Paraplanner

Paraplanner – Up to £50,000 + Hybrid Working

Are you ready to elevate your career as a Paraplanner in a supportive, dynamic environment where your expertise will make a real difference? This is your chance to join a thriving wealth management firm dedicated to delivering exceptional client experiences.

This role is perfect for a detail-oriented professional who thrives on building meaningful relationships while providing technical expertise in financial planning. Working closely with Financial Planners and administrators, the Paraplanner ensures seamless delivery of tailored advice, all while benefiting from a hybrid working model: two days in the office and three from home.

• Competitive Salary: Up to £50,000 per annum.
• Work-Life Balance: Enjoy the flexibility of hybrid working, 2 days in the ofifce and 3 from home
• Professional Growth: Join a Chartered Financial Planning firm, committed to continuous development and excellence.
• Supportive Culture: Be part of a collaborative, close-knit team that celebrates success and prioritises well-being.

• Analysis: Conduct in-depth analysis of clients' needs, creating cash flow models and maintaining accurate records.
• Solutions Design: Develop financial planning strategies for investment, retirement, tax, and estate planning, supported by detailed models and reports.
• Recommendations: Draft comprehensive client reports and letters while managing files and IT systems throughout the advice process.
• Client Reviews: Prepare client reviews, update cash flow models, and assess investment performance with precision.
• Collaboration: Build strong relationships with clients, colleagues, and professional partners such as solicitors and accountants.

• Experience: At least two years working with high-net-worth UK clients in financial planning and investment management.
• Qualifications: Diploma Level 4 or higher, with a proven commitment to ongoing professional development.
• Technical Expertise: Strong understanding of personal finance, investment management, and regulatory frameworks.
• Attributes: A proactive, innovative mindset with excellent communication and relationship-building skills.

This is a company committed to diversity, inclusion, and providing equal opportunities for all. With over 25 years of success and ambitious growth plans, this team prides itself on its integrity, professionalism, and energy.

If you’re a passionate professional looking for a challenging yet rewarding role, this opportunity is for you.

Apply today and take the next step in your Paraplanning career!