Job Description
Are you an experienced Paraplanner looking for an opportunity to grow your career with a supportive and forward-thinking organisation? We’re excited to be recruiting on behalf of a highly respected, fully independent financial planning business that is currently experiencing a period of strong growth. Known for their innovative approach and commitment to providing exceptional client outcomes, this organisation has a unique approach to financial planning.
The Role
As a Paraplanner, you will play a pivotal role in supporting the financial planners by delivering high-quality, technically accurate reports and recommendations. Your expertise will contribute to delivering outstanding advice to clients, helping them achieve their financial goals.
Key Responsibilities:
* Preparing detailed suitability reports and recommendations for clients.
* Conducting in-depth research and analysis to support advice strategies.
* Working collaboratively with financial planners and support staff to ensure seamless service delivery.
* Staying up to date with industry developments and regulatory requirements.
* Building and maintaining strong client relationships.
What’s on Offer?
* Competitive Salary : Up to £60,000 base salary.
* Discretionary bonus
* Benefits : A robust package including pension, PMI, strong pension etc
* Growth Opportunities : Join a forward-thinking company at a pivotal moment in its growth journey, with a strong focus on internal career progression.
* Innovative Culture : Work in an environment that encourages fresh ideas and values your input.
* Full exam support : examination support to attain Chartered status
About You
The ideal candidate will be proactive, detail-oriented, and passionate about delivering exceptional results.
Requirements:
* Experience as a Paraplanner
* Diploma in Financial Planning (DipPFS) or equivalent; Chartered or working towards Chartered status is a bonus.
* Strong technical knowledge of financial products, including pensions, investments, and protection.
* Excellent communication and interpersonal skills.