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Paraplanner Join a Growing Employee-Owned Wealth Management Firm
Stamford | Hybrid Working Available | Competitive Salary & Benefits
Are you a detail-oriented Paraplanner looking for a fantastic opportunity to grow your career within a thriving, independent wealth management firm?
Were hiring for a progressive and employee-owned financial practice in the stunning historic town of Stamford. With a strong reputation for providing independent financial advice, this firm has built a growing client base and is expanding its team to support continued success.
Why Join?
Career Growth Support for professional qualifications & career progression
Hybrid Working Available after a qualifying period
Employee-Owned Be part of a team that values your input
Great Benefits Competitive salary, pension, death in service, and extra holidays
About the Role
As a Paraplanner, youll play a key role in delivering top-tier support to a team of professional Independent Financial Advisers (IFAs). Your responsibilities will include:
Preparing detailed financial reports and research for advisers
Working with financial advice platforms & software
Ensuring compliance with FCA regulations
Helping clients achieve their financial goals through tailored solutions
What Were Looking For
Level 4 Diploma (or working towards) in Financial Planning
Minimum 2 years experience in financial services
Knowledge of RO1, RO2, RO3 (or willingness to qualify)
Strong skills in report writing & financial solutions
Excellent IT skills, including Microsoft Office
We also welcome applications from part-qualified candidates with some Paraplanning experience who are eager to step up in their careers!
Perks & Benefits
Employee-Owned Trust (EOT) Company
Company Pension Scheme
Sickness Policy (after probation)
20 Days Holiday + Bank Holidays + 3 Extra at Christmas
Bonus: The Week Between Christmas & New Year Off Free!
Hybrid Working (after probation)
Parking Permit (if working in-office full-time)
Death in Service Benefit
Hours: Monday to Friday, 9 AM 5 PM
If you're an ambitious and motivated Paraplanner, eager to join a company that invests in your future, apply today!
