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Paraplanner - 4 days a week from home

  • Bournemouth
  • Permanent
  • £40,000 - £50,000 + Bonus & Benefits

Job details.

Our client is a leading global financial services firm with a robust Private Wealth division in the UK. They are a chartered business renowned for delivering comprehensive financial advice in retirement planning, investments, protection, and tax planning. This business prides itself on providing a tailored service to clients across the UK.

The role

Our client is seeking a Paraplanner to join their thriving Private Wealth team. In this role, you will provide vital technical support to Financial Planners, playing an integral part in the advice process.

Key Responsibilities

  • Prepare technical advice reports tailored to each client, ensuring a professional yet personalised approach.
  • Utilise your initiative to find effective solutions for client needs through research and financial tools.
  • Handle technical queries confidently, staying up to date with industry knowledge.
  • Collaborate with Financial Planners and Administrators to deliver personalised advice solutions.
  • Ensure all client and colleague interactions are conducted with respect, adhering to advice standards.

What our client offers

  • Competitive salary of up to £50,000
  • Good annual Bonus
  • Hybrid working model (1 day in the office & 4 days remote)
  • Comprehensive benefits package

To be considered you should have:

  • A minimum of 2 years experience as a Paraplanner
  • Diploma in Financial Planning (Level 4)
  • Strong verbal and written communication skills
  • Ability to produce detailed technical advice reports
  • Knowledge of investment platforms, pension products, and business processing
  • Attention to detail, with excellent analytical and problem-solving skills

Our client is a leading global financial services firm with a robust Private Wealth division in the UK. They are a chartered business renowned for delivering comprehensive financial advice in retirement planning, investments, protection, and tax planning. This business prides itself on providing a tailored service to clients across the UK.

The role

Our client is seeking a Paraplanner to join their thriving Private Wealth team. In this role, you will provide vital technical support to Financial Planners, playing an integral part in the advice process.

Key Responsibilities

  • Prepare technical advice reports tailored to each client, ensuring a professional yet personalised approach.
  • Utilise your initiative to find effective solutions for client needs through research and financial tools.
  • Handle technical queries confidently, staying up to date with industry knowledge.
  • Collaborate with Financial Planners and Administrators to deliver personalised advice solutions.
  • Ensure all client and colleague interactions are conducted with respect, adhering to advice standards.

What our client offers

  • Competitive salary of up to £50,000
  • Good annual Bonus
  • Hybrid working model (1 day in the office & 4 days remote)
  • Comprehensive benefits package

To be considered you should have:

  • A minimum of 2 years experience as a Paraplanner
  • Diploma in Financial Planning (Level 4)
  • Strong verbal and written communication skills
  • Ability to produce detailed technical advice reports
  • Knowledge of investment platforms, pension products, and business processing
  • Attention to detail, with excellent analytical and problem-solving skills

Sector:

  1. Financial Services
  2. Financial Planning
  3. Asset & Investment Management

Thomas Williams

Director - Financial Services

Contact Us

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