A highly regarded wealth management firm is looking for an experienced Paraplanner to join their growing team. This is a fantastic opportunity to become part of a supportive and forward-thinking business that invests in its people and encourages long-term career development.
As a Paraplanner, you’ll work closely with Financial Advisers and the wider team to deliver high-quality, compliant financial planning support. You’ll play a key role in preparing detailed suitability reports, conducting research, and ensuring the smooth delivery of advice to clients.
Key Responsibilities:
- Produce accurate and compliant suitability reports across a range of advice areas
- Conduct in-depth research and analysis to support financial planning recommendations
- Liaise closely with Advisers, clients, and providers to ensure a seamless service
- Maintain up-to-date knowledge of financial products, legislation, and industry best practices
- Contribute to the ongoing development and improvement of internal processes
What we’re looking for:
- Previous experience working as a Paraplanner within a financial planning or wealth management environment
- Level 4 Diploma qualified (or close to completion)
- Strong technical knowledge across pensions, investments, and protection
- Excellent written and verbal communication skills
- A collaborative team player with great attention to detail
What’s on offer:
- Salary up to £47,000 (dependent on experience)
- 28 days holiday (plus bank holidays)
- Life assurance
- Private Medical Insurance (PMI)
- Excellent pension scheme
- Dental cover
- Discretionary annual bonus
- Full exam support towards professional qualifications
- Hybrid working – 3 days in the office, 2 from home
This is an excellent opportunity with a well-established and respected firm offering long-term progression and a strong package of benefits. If you're a Paraplanner looking for your next step in a dynamic and professional environment, we'd love to hear from you.
Sector:
- Financial Services
- Financial Planning
- Asset & Investment Management
