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Location: Plymouth (Flexible work available)
Salary: Up to £50,000 (depending on experience and qualifications)
Job Type: Full-time, Permanent
We are working with a financial planning firm based in Plymouth, known for its supportive and collaborative environment. They are looking for a Paraplanner to join their growing team due to an increase in client demand and internal promotions.
As a Paraplanner, you will work 121 with a Financial Adviser to provide high-quality technical support and ensure excellent client outcomes.
Key Responsibilities
- Prepare detailed and compliant suitability reports across various financial planning areas, including pensions, investments, tax planning, and protection.
- Conduct technical research to support client recommendations.
- Liaise with clients, product providers, and advisers to gather relevant information.
- Maintain accurate client records and ensure compliance standards are met.
- Assist with developing financial strategies to meet clients’ needs and objectives.
What’s on Offer
- Competitive salary up to £50,000 (depending on experience).
- Inclusive and collaborative culture focused on long-term development.
- 4% Employer pension Contribution
- 25 days annua leave + bank holidays
- Death In Service of 4 x salary
- Income protection of 75% of salary
- £500 annual staff wellbeing payment
About You
- Previous experience as a Paraplanner within a financial planning environment.
- Strong understanding of financial products, pensions, investments, and taxation.
If you are interested in the Paraplanner role then apply today and if suitable one of our consultants will be in touch within 24 hours!
Paraplanner, Financial Planning, IFA , Wealth Management, Financial Services, Research Analyst
