Paraplanner Opportunity | Multi-Office IFA Firm | Up to £45,000 | Flexible Work-from-Home Option

A leading and expanding IFA firm is seeking an experienced Paraplanner to join their Whitely office. This role offers the flexibility to work from home three days a week, providing a fantastic opportunity for those looking to balance a fulfilling career with flexible working arrangements.

Why Join This Firm?

Hybrid working: A flexible work arrangement with 3 days remote and 2 days in the Whitely office.
Competitive salary: Earn between £35,000 - £45,000, depending on experience, with a comprehensive benefits package including 28 days’ holiday (plus bank holidays), life assurance, income protection, and pension.
Professional growth: The firm is dedicated to supporting career development, offering opportunities to further qualifications and progress within the company.
Inclusive team culture: Become part of a collaborative and fun team of over 230 professionals, where flexibility, work-life balance, and a positive environment are highly valued.
Innovative approach: This firm manages over £4.5 billion in client assets and provides both financial planning and discretionary investment management.

Key Responsibilities:

As a Paraplanner, you will provide crucial technical support to financial advisers, ensuring excellent service for clients. Your responsibilities will include:

Preparing suitability reports for a range of complex financial cases
Conducting tax calculations and cash flow modelling for clients
Analyzing client portfolios and existing investments
Supporting advisers with technical queries and complex case solutions
Reviewing peer work and contributing to the improvement of team processes
Attending client meetings when required and assisting in training team members

Ideal Candidate:

Minimum of 3 years’ experience in a paraplanning role within an IFA or wealth management setting
Diploma-qualified (CII Level 4) with strong technical expertise in financial products
Proficient in IT tools such as FE Analytics, Voyant, and Curo
Excellent communication skills and attention to detail
A team player who thrives in a fast-paced, dynamic environment

Looking for Your Next Career Move?

This is an excellent opportunity for an experienced Paraplanner looking to join a forward-thinking, flexible, and supportive IFA firm in Whitely. If this sounds like the perfect role for you, apply today and take the next step in your career!