Paraplanner

Salary of up to £60,000 with an extensive benefits package including hybrid working, a good pension scheme, Death In Service 4x salary and income protection after three months.

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 and financial advice team within one of the UK’s leading specialist wealth management firms? If you love paraplanning, then this financial planning company is the perfect opportunity for you!

This client has always been very committed to providing the very best possible financial advice service to their clients. They look after their staff well; hence this is a company where clients are really valued, and people thrive! They are looking for a Paraplanner to join their Paraplanning team, supporting Financial Advisers in delivering exceptional financial advice to wealth management clients.

Your role as a Paraplanner encompasses full financial advice paraplanning:

• 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!