A highly regarded, privately owned Independent Financial Planning & Investment Management organisation is seeking an experienced Paraplanner to join their team. With offices across the South West and London, this well-established and reputable company has experienced steady growth over recent years.
The Role:
Due to increased business demand, they are looking for a Paraplanner to provide full technical support to Chartered Financial Planners and Financial Planners. This role will focus on delivering comprehensive technical assistance, allowing advisors to focus on client-facing activities.
Requirements:
- You must hold a Diploma in Regulated Financial Planning (CII Level 4) as a minimum.
- Progress towards Chartered status, or any additional qualifications, would be highly advantageous.
What’s on Offer: Our client takes pride in their low staff turnover, which is attributed to exceptional on-the-job training, a supportive working environment, and extensive opportunities for career progression. Whether you're looking to advance into advisory or management roles, or prefer to develop further as a Paraplanner, the business offers a clear, structured progression path.
The company provides a highly competitive package, including:
- Basic salary up to £45,000 (dependent on experience)
- Discretionary bonus
- Pension scheme
- Private medical insurance (PMI)
- Generous holiday entitlement
- Group income protection
- Health cash plans
- Life cover
- And more
Work-Life Balance: Recognising the importance of flexibility, the company offers a hybrid working model, with 2 days in the office and 3 days working from home.
Why Join?
This is a fantastic opportunity to become part of a leading financial planning firm that truly values its employees. You'll be joining a dynamic, forward-thinking organisation where your contribution will be recognised and valued. If you're looking for a role where you can make a real impact in a collaborative, growth-focused environment, we’d love to hear from you.
Sector:
- Financial Services
- Financial Planning
- Asset & Investment Management
