Paraplanner

Hybrid working – 2 days per week in the office

A paraplanning role where you’ll genuinely be valued.

Are you an experienced Diploma-qualified paraplanner looking for a role where your technical skills, ideas and contribution will genuinely be appreciated?

HC Wealth Management is a highly respected and growing financial planning firm that puts both its clients and staff at the heart of everything it does. You’ll be joining a close-knit, professional team that believes in doing things properly, supporting each other and maintaining a positive working culture.

You’ll work closely with experienced Financial Planners, providing high-quality technical support across pensions, investments and wider financial planning cases.

This is a varied and involved paraplanning role where you’ll be trusted as an important part of the advice process.

Your responsibilities will include:

• Research and report writing
• Pension and investment analysis
• Preparing suitability reports and recommendations
• Technical case support for Financial Planners
• Reviewing existing client arrangements
• Assisting with complex financial planning cases
• Attending client meetings where appropriate
• Working closely with administration and advisory teams

• Previous paraplanning experience within an IFA / financial planning environment
• Strong technical knowledge across pensions and investments
• Strong attention to detail
• Professional and personable communication skills
• Someone who enjoys being part of a collaborative team

This is a company that genuinely values its staff and has created a supportive, professional and friendly culture.

You’ll be joining a highly qualified team with plenty of opportunity to continue developing technically and professionally.

• Pension
• Income protection
• Supportive and collaborative team environment
• And more....

If you’re an experienced paraplanner looking for a long-term opportunity with a quality financial planning firm, we’d love to hear from you.