Are you an experienced Paraplanner looking for an opportunity to grow your career with a supportive and forward-thinking organisation? We’re excited to be recruiting on behalf of a highly respected, fully independent financial planning business that is currently experiencing a period of strong growth. Known for their innovative approach and commitment to providing exceptional client outcomes, this organisation has a unique approach to financial planning.
The Role
As a Paraplanner, you will play a pivotal role in supporting the financial planners by delivering high-quality, technically accurate reports and recommendations. Your expertise will contribute to delivering outstanding advice to clients, helping them achieve their financial goals.
Key Responsibilities:
- Preparing detailed suitability reports and recommendations for clients.
- Conducting in-depth research and analysis to support advice strategies.
- Working collaboratively with financial planners and support staff to ensure seamless service delivery.
- Staying up to date with industry developments and regulatory requirements.
- Building and maintaining strong client relationships.
What’s on Offer?
- Competitive Salary: Up to £55,000 base salary.
- Discretionary bonus
- Benefits: A robust package including pension, PMI, strong pension etc
- Growth Opportunities: Join a forward-thinking company at a pivotal moment in its growth journey, with a strong focus on internal career progression.
- Innovative Culture: Work in an environment that encourages fresh ideas and values your input.
- Full exam support: examination support to attain Chartered status
About You
The ideal candidate will be proactive, detail-oriented, and passionate about delivering exceptional results.
Requirements:
- Experience as a Paraplanner
- Diploma in Financial Planning (DipPFS) or equivalent; Chartered or working towards Chartered status is a bonus.
- Strong technical knowledge of financial products, including pensions, investments, and protection.
- Excellent communication and interpersonal skills.
Sector:
- Financial Services
- Financial Planning
- Asset & Investment Management
