An excellent opportunity has arisen for an experienced Paraplanner to join a highly successful and well-established regional wealth management practice. This fully independent firm has built an outstanding reputation for providing high-quality financial planning advice and has gone from strength to strength in recent years. Continued business growth has created the need to recruit an additional Paraplanner to support their expanding team.
Working closely with a team of successful Financial Planners, you will provide comprehensive technical support across the advice process.
The Role
- Preparing high-quality suitability reports
- Conducting detailed technical research across pensions, investments and protection
- Supporting Financial Planners throughout the advice process
- Assisting with client queries and providing technical support where required
- Liaising with providers and internal teams to ensure efficient case progression
- Contributing to the ongoing development of processes and client service standards
The Opportunity
This firm places a strong emphasis on professional development and will provide full on-the-job training where required. They actively support professional qualifications and career progression, with clear opportunities to move into more senior technical roles over time for those who wish to develop further.
What’s on Offer
- Basic salary up to £50,000
- Excellent bonus structure
- 5% pension contribution
- 25 days holiday + bank holidays
- Group life cover (4x salary)
- Hybrid working – 2 days in the office, 3 days from home
- Support with professional development and qualifications
About You
- Previous experience working within a Paraplanning or technical support role in financial planning
- Strong knowledge of pensions, investments and the financial planning process
- Excellent report writing and research skills
- Strong attention to detail and organisational skills
- A professional and client-focused approach
This is an excellent opportunity to join a respected and growing wealth management firm that offers a supportive environment, strong benefits package and genuine long-term career development.
Sector:
- Financial Services
- Financial Planning
- Asset & Investment Management
