An exciting opportunity has arisen for an experienced Paraplanner to join one of the UK’s leading Financial Planning and Wealth Management firms.
This role offers excellent flexibility, with just 1 day per week required in the office, alongside the opportunity to work closely with a team of highly successful Financial Planners. You’ll play a key role in delivering high-quality advice to a well-established and growing client base.
This is a highly collaborative position where you will be a valued member of the team, with regular client interaction and genuine involvement in the advice process.
Key Responsibilities:
- Supporting Financial Planners in the preparation of suitability reports and recommendations
- Conducting detailed research and analysis across a wide range of financial planning solutions
- Assisting in the development of client strategies and financial plans
- Liaising with clients and providers to ensure a smooth and efficient process
- Ensuring all work is completed in line with regulatory requirements
Requirements:
- Level 4 Diploma qualified (essential)
- Proven experience in a Paraplanner role
- Strong technical knowledge across pensions, investments, and protection
- Excellent attention to detail and report writing skills
- Strong communication skills with a proactive, team-oriented approach
What’s on Offer:
- Competitive basic salary up to £47,000
- Discretionary bonus
- Comprehensive benefits package
- Hybrid working (1 day per week in the office)
- The opportunity to join a market-leading firm with excellent career development prospects
This is a fantastic opportunity for a motivated Paraplanner looking to take the next step in their career within a highly respected and supportive environment.
Sector:
- Financial Services
- Financial Planning
