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Paraplanner to Advisor opportunity - progression to Supervisor Plus benefits
Are you looking for a stable Paraplanner opportunity with a firm who truly puts the client first? Our client, an esteemed and well-established chartered financial practice with clients, who have high net worth AUM, are looking for a committed and client centric Paraplanner. We invite applications from technically proficient, Level 4 diploma-qualified Paraplanners who value a stable and supportive work environment. This is a unique Paraplanner opportunity as it can veer towards wither a supervisory team lead role, or eventually lead to an advisory role, with clients provided. The firm prioritises client satisfaction and has earned an excellent reputation, all while pursuing steady growth over the previous couple of years. Our client fosters a collaborative culture where every team member's voice is valued. They are dedicated to the personal and professional development of staff, ensuring a rewarding career path within the same role or further. You will be diploma qualified, but every assistance will be given for you to achieve Chartered status as quicky as possible.
To be considered, you will possess:
- Proven experience in a Senior Paraplanning or technical role within an advisory practice.
- A minimum of a diploma qualification, with aspirations to achieve Chartered status.
- Comprehensive knowledge of key financial planning areas, including pensions (with a focus on switching and pension sharing orders), investments, inheritance tax (IHT) and estate planning, as well as personal and business protection.
- Proficiency in understanding and interpreting cash flow forecasts, summarising key points effectively.
- The capability to translate complex planning into clear, concise reports.
- A thorough understanding of FCA suitability requirements.
- Strong skills in Microsoft Word and Excel.
- Experience with FE Analytics and Voyant software, demonstrating confidence in client-facing meetings alongside advisers.
- Excellent verbal and written communication abilities.
A detailed job specification is available upon request.
To apply, please send your CV to Laura McKendry at Financial Divisions
