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Are you ready to join a family-owned Independent Financial Advice practice that values integrity, quality, and exceptional client service? Our client is seeking an experienced Paraplanner to become an integral part of their team. This role offers a supportive, growth-oriented environment with clear opportunities for career progression. If you’re passionate about providing top-tier support to clients and are eager to advance in a company that promotes personal and professional development, this could be the perfect opportunity for you. As a Paraplanner, you’llplay a pivotal role in supporting the Independent Financial Advisors and the current Paraplanner.
Your duties will include:
- Prepare and maintain client files, collaborating with advisers to understand objectives.
- Ensure all compliance and regulatory documentation is current and accurate.
- Conduct research, provide comparisons, and draft recommendations for advisers.
- Implement recommendations, preparing reports, adjusting investments, and assisting with applications.
- Liaise with clients and third parties, organising meetings, preparing reports, and tracking progress.
- Provide general admin support and assist with staff training.
Essential Experience & Skills:
- Minimum 12 months in a paraplanner role with prior admin experience.
- RO1, RO2, RO3 qualifications and working towards Level 4.
- Familiarity with financial planning software.
- Proficiency in MS Office and strong typing skills.
- Confident communicator with excellent written English.
- Highly numerate, adaptable, and organized with the ability to manage a dynamic workload.
Desirable Skills:
- Knowledge of Intelligent Office (IO), CashCalc, and FE Analytics.
- Level 4 qualified in financial services.
Benefits:
- A starting salary from £30,000 p.a., dependent on experience.
- Salary progression with experience and qualifications.
- Funded training, exam costs, and ongoing development support.
- A flexible, family-oriented working environment.
- Discretionary bonus and NEST pension.
- Exciting opportunities for career progression.
If you are a Paraplanner interested in joining a collaborative team that fosters your growth and values a positive work-life balance, please send your CV to Joanna Clark.
