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An exciting opportunity has arisen for an experienced Paraplanner to join a highly successful financial planning and wealth management firm. This company has an outstanding reputation for delivering exceptional service to their clients while fostering a supportive, professional, and collaborative working environment.
As a Paraplanner, you will play a key role in supporting a high-performing team of Financial Planners. You will be an integral part of the advice process, providing technical expertise, in-depth research, and detailed suitability reports to ensure the delivery of high-quality client outcomes.
The client values work/life balance and as a result are able to offer hybrid working with 2 days in the office and 3 days working from home.
Key Responsibilities:
- Conducting detailed research and analysis to support financial planning recommendations.
- Preparing high-quality suitability reports and supporting documentation.
- Liaising closely with Financial Planners, Compliance, and other internal teams.
- Ensuring all client records and documentation meet regulatory requirements.
- Keeping up to date with financial products, industry changes, and relevant qualifications.
The Ideal Candidate:
- Diploma qualified in Financial Planning (or working towards it), with a desire to further develop your skills and qualifications.
- Previous experience in a Paraplanning role within a financial planning environment.
- Strong technical knowledge of pensions, investments, and protection products.
- Excellent attention to detail, communication, and organisational skills.
- A proactive, team-oriented attitude and a genuine passion for delivering excellence.
Why Join?
This is a fantastic opportunity to join a company that values and invests in its people. They are committed to helping their employees achieve their career goals, offering full support with exams and personal development. With a track record of promoting from within and creating a collaborative environment, this is the perfect role for someone looking to progress their career within a dynamic and successful firm.
Package:
- Basic salary to £45,000
- Discretionary bonus
- 25 days holiday plus bank holidays with options to buy/sell
- Group Lie Assurance x4
- 5% employer pension
- Private Medical Insurance
- Group Income Protection and much more
- Hybrid working: 2 days in the office & 3 days WFH
