Paraplanner

Kickstart Your Career as a Paraplanner!

Are you experienced in writing suitability reports but eager to take the next step into a full Paraplanning role? Join our dynamic Wealth Management firm, where you’ll receive the training and development needed to become a skilled Paraplanner while supporting a team of top-tier Financial Advisers.

Why Join Us?We’re a forward-thinking firm with a strong client-first ethos, offering a supportive environment where career growth is a priority. This role is perfect for someone ready to build on their existing skills, with opportunities for progression and continuous professional development.

What's in it for You?

• Competitive Salary: £25,000 - £35,000 (depending on experience)
• Study Support: Full support towards industry qualifications (e.g., CII Diploma)
• Mentorship: One-on-one guidance from experienced Paraplanners
• Hybrid Working: Flexibility to balance office and remote work
• Comprehensive Benefits: Including pension scheme, healthcare, and more.

Key Responsibilities:

• Assisting in the preparation of detailed suitability reports, ensuring compliance with current regulations
• Researching financial products and providers to support Financial Advisers
• Developing technical knowledge in investments, pensions, and protection planning
• Shadowing senior Paraplanners and gaining hands-on experience with financial planning tools
• Gradually taking on more responsibility, leading to more technical files. 

About You

You should have some experience in writing suitability reports and a strong desire to progress your career. A keen eye for detail, solid communication skills, and a commitment to learning are essential.

Ready to take the next step in your career? Apply now and grow with us!