Paraplanner

Paraplanner Opportunity at Leading IFA Practice | Career Development & Paid Study Support

Are you a talented Paraplanner looking to elevate your career in a dynamic and supportive environment? Join our leading IFA practice and take advantage of an exciting opportunity to grow both professionally and personally, while working alongside expert Financial Advisors who value your input and expertise.

Why This Role?

At our firm, you won’t just support Advisors—you’ll become an integral part of the client journey, providing technical expertise on complex financial plans. You’ll have the opportunity to showcase your knowledge across key areas such as tax allowances, trusts, and business structures, ensuring each client receives bespoke financial planning advice.

What We Offer:

• Career Development: We are committed to helping you progress. You'll have the opportunity to grow within the firm, expanding your expertise and taking on new challenges.
• Paid Study Support: We believe in investing in your future. We will fully support your financial qualifications, covering the cost of exams and study materials to ensure you achieve Chartered or Certified status.
• Client Interaction: Work directly with high-net-worth clients, applying your knowledge to assist with the structuring of trusts, utilising tax allowances, and advising on business structures as part of a comprehensive financial plan.
• Collaborative Environment: Be part of a forward-thinking team where your input is valued, and where you’ll collaborate closely with both advisors and clients.

Salary & Benefits:

• Competitive salary up to £45,000, dependent on experience
• Full exam and study support
• Flexible working options
• Pension contributions and additional benefits

Key Responsibilities:

• Support Financial Advisors in the preparation of detailed and compliant financial plans
• Research and compile technical reports focusing on tax efficiencies, trusts, and business structures
• Liaise directly with clients, answering queries and providing technical support
• Assist in developing financial strategies that align with clients' long-term goals
• Stay updated on relevant tax legislation and financial products to ensure comprehensive advice

Who We're Looking For:

• Previous experience as a Paraplanner in a financial services setting
• Strong understanding of tax allowances, trusts, and business structures
• Level 4 qualification (Diploma in Financial Planning) 
• Attention to detail, excellent communication skills, and a client-centric mindset

Take the next step in your Paraplanning career and join a practice that’s dedicated to your growth and success. Apply now and start shaping your future with us!