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Paraplanner – Enjoy working in a team focused Wealth Management Firm!
Are you a skilled Paraplanner looking for a dynamic role where you can make a real impact? Join our top-tier wealth management firm, dedicated to delivering bespoke financial advice to high-net-worth clients. We are looking for a detail-oriented professional to support our financial advisers and help drive our continued success.
Why this role?- Prestigious firm: Be part of a highly regarded company known for its personalised financial planning and investment expertise.
- Career progression: Benefit from a clear pathway for development with full support for further qualifications.
- Client exposure: Work closely with high-net-worth individuals, gaining invaluable experience in sophisticated financial planning strategies.
- Collaborative environment: Enjoy a supportive and inclusive team culture where your contributions are truly valued.
- Prepare detailed suitability reports and financial planning recommendations for clients.
- Conduct research and analysis on products including pensions, investments, and protection solutions.
- Assist advisers in preparing for client meetings, providing comprehensive technical support.
- Liaise with clients and providers to ensure the smooth implementation of financial plans.
- Ensure all reports and advice adhere to FCA compliance standards.
- Maintain and update client files, keeping records accurate and up-to-date.
- Competitive salary: £35,000 – £40,000 (dependent on experience and qualifications).
- Bonus structure: Performance-based rewards.
- Work-life balance: 25 days holiday plus bank holidays, with flexible working options available.
- Diploma-qualified (DipPFS or equivalent), with a strong understanding of financial planning and products.
- Experience in a paraplanning role within an IFA or wealth management firm.
- Excellent report-writing skills with strong attention to detail.
- Proficiency in financial software (e.g., Intelligent Office, Voyant) and Microsoft Office.
- Strong communication skills and the ability to work both independently and as part of a team.
If you’re ready to take the next step in your career and work with a firm that supports your growth and development, apply today!
