Paraplanner

Salary of up to £50,000 with an extensive benefits package including hybrid working, a pension scheme of 5% matched in a private plan, Death In Service 3x salary, Private Health Scheme including dental and opportunities for professional development and industry engagement.

Are you an experienced Paraplanner looking for a role where you can truly thrive supporting clients with their wealth advice? Do you want to be part of a collaborative, friendly paraplanning team in a very well-respected chartered financial planning company? If you love paraplanning, then this IFA firm is the perfect opportunity for you!

This progressive and client-focused holistic financial advice company is looking for a Paraplanner to join their Paraplanning team, supporting IFAs in delivering exceptional financial advice to wealth management clients.

Your role as a Paraplanner:

• Carrying out thorough research and calculations, consulting other team members when needed
• Researching and reviewing relevant legislation, technical updates, and product information to support decision-making
• Conducting and delivering in-depth financial research on products and investments
• Analysing existing investment portfolios, comparing them against suitable benchmarks, and preparing bespoke investment reports for clients
• Preparing and interpreting complex plan information in order to complete transfer analysis
• Creating comprehensive financial planning reports across multiple financial areas
• Participating in firm-wide research projects, ensuring adherence to deadlines

Does this describe you?

• Diploma qualified
• Strong report writing expertise, showing a high standard of written and numerical skill
• Self-motivated and efficient, with a high level of accuracy and attention to detail
• Proactive and Team-Oriented: Someone who enjoys collaboration and contributing to a thriving team
• Professional, proactive, and a positive attitude with an ability to multi-task
• Self-organised and able to prioritise workload to meet agreed deadlines
• Experience in the Financial Advice / Wealth Management industry, with a knowledge and passion of providing excellent support and research

If you’re ready to join a growing, dynamic team where Paraplanners are respected and thrive, apply today!