Transform Lives as a Paraplanner Are you ready to bring your talent and dedication to a firm that values your purpose and commitment to excellence? On offer is no just offer a job – we offer a career where you can truly make a difference. Join as a Paraplanner, and help us empower clients to create brighter futures through independent financial advice, education, and support. Why Choose us? we believe in living our values: mindfulness, integrity, and collaboration. Your role as a Paraplanner isn’t just about completing tasks; it’s about being part of a bigger mission to change lives for the better – including your own. Here’s why you’ll love working with us: Attractive Salary : Up to £37,000 per year plus quarterly bonuses. Comprehensive Benefits : From private medical insurance to enhanced parental leave, we’ve got your wellbeing covered. Flexible Work Options : Enjoy flexitime and the ability to work from home. Perks Galore : Gym memberships, free parking, volunteer time, and even free flu jabs Culture of Growth : Access CPD opportunities and career development within a supportive, client-centered team. Your Role as a Paraplanner Reporting to the Senior Paraplanner, you’ll play a crucial role in ensuring that every aspect of the financial planning process is executed with precision and care. Key responsibilities include: Crafting detailed financial planning and suitability reports to deliver outstanding client outcomes. Ensuring all client files and compliance documentation meet our high standards. Conducting thorough research, obtaining valuations, and handling tax calculations. Collaborating with advisers and our Proposition Team to maintain a seamless client experience. Continuously enhancing your expertise in line with our CPD and training schemes. What You’ll Bring to the Paraplanning team: To thrive in this role, you’ll need: Qualifications : CII Level 4 Diploma in Regulated Financial Planning (essential). Experience : At least 1 year in a paraplanning role. Skills : Exceptional attention to detail, strong communication abilities, and proficiency in Microsoft 365 (bonus if you know Intelligent Office). Mindset : A proactive, collaborative, and client-focused approach.