Paraplanner

Competitive negotiable salary, base to £50,000 plus comprehensive benefits and exam support.

An exceptional, established independent financial planning firm with over 35 years of experience delivering clear, trusted, and high-quality advice to its clients currently requires an experienced and diploma qualified career paraplanner, to join its vibrant and friendly team.

Built on long-standing relationships and a commitment to integrity, it takes pride in helping individuals, families, and businesses make confident financial decisions at every stage of life.

It is seeking someone who is already undertaking complex & detailed suitability research & analysis, creates client reports, provides technical support, and has the ambition & potential to grow into a senior paraplanning role whilst playing a key role in shaping our advice proposition.

A superb career opportunity, join a great team and enjoy your working day.

• Minimum 2 years’ experience as a Paraplanner working within an IFA practice.
• A solid understanding of pensions, investments, estate planning, and protection.
• Experience of working on complex cases where HNW individuals are approaching or are in retirement.
• Familiarity with Transact, Aberdeen, Quilter, and other investment platforms.
• Experience with cashflow modelling software and technical analysis support tools.
• A strong understanding of FCA regulatory requirements and compliance standards.
• Level 4 Diploma in Financial Planning.

• Proactive, professional, self-motivated, highly organised, methodical, disciplined, with excellent attention to detail.
• Able to work well in a small, collaborative team and communicate clearly with advisers & colleagues. Specifically, not being afraid to challenge to ensure clients are getting the best outcome.
• Able to prioritise their workload effectively, manage multiple cases at different stages and willing to go the extra mile when needed.
• Happy to be office based, living within easy travelling distance.