Level 4 Diploma Qualified Paraplanner

Level 4 Diploma Qualified Paraplanner

Location: Stokenchurch

Working pattern: Hybrid (3 days in the office)

Salary: £35,000 - £40,000

Working Hours: Flexible, 35-hour week (9:00am - 5:30pm)

We are working with a well-established and growing financial planning firm that is looking to recruit a Level 4 Diploma Qualified Paraplanner to join its experienced and collaborative team.

This is an excellent opportunity for a technically competent paraplanner looking to work alongside a team of experienced financial planners in a business that values quality advice, teamwork and professional development.

Working closely with the firm's Financial Planners, you will be responsible for producing high-quality suitability reports, carrying out technical research, preparing recommendations, analysing investment and pension solutions, and ensuring all work is completed in line with FCA requirements. You will play a key role in supporting advisers to deliver exceptional outcomes for clients.

• Level 4 Diploma in Regulated Financial Planning (or equivalent) completed.
• Previous experience working as a Paraplanner within a financial planning firm.
• Strong technical knowledge of pensions, investments and protection.
• Excellent report writing, research and analytical skills.
• High attention to detail and a strong understanding of compliance.
• Experience using Intelligent Office (IO) is preferred but not essential.

• Salary range of £35,000 - £40,000
• Hybrid working with 3 days in the office
  .
• Flexible working hours within a 35-hour working week
  .
• A supportive environment with opportunities for continued professional development and career progression.

The first interview will ideally be face-to-face
, although a Teams interview can be arranged if required and will focus primarily on personality and cultural fit.

Successful candidates will then be invited to a second face-to-face interview
.