Up to £50k Equity Ownership Are you a Paraplanner ready to take the next big step in your career? My client, a forward-thinking IFA firm that I’ve proudly worked with for several years, is offering an exceptional opportunity to join their growing team. As a Paraplanner, you’ll have a clear path to becoming a Technical Paraplanner, all while benefiting from equity in the business. This role is perfect for a driven professional eager to contribute to building a start-up from the ground up and enjoy the rewards that come with being part of a thriving organisation. In this role, you’ll support advisors by preparing detailed financial reports and recommendations, conducting in-depth research on financial products, and assisting with tax mitigation, estate planning, pensions, and investment strategies. You’ll play a vital role in helping clients achieve their long-term financial goals by providing independent and unbiased advice untethered to banks, insurance companies, or investment groups. Key Responsibilities: Prepare detailed financial reports and analyses based on client data. Conduct thorough product research to support advisors in creating tailored financial solutions. Collaborate with advisors to design long-term financial strategies addressing clients’ unique tax, investment, and estate planning needs. Manage and update client files while ensuring strict regulatory compliance. Participate in client meetings and maintain strong communication to provide ongoing support. The ideal candidate will hold a Diploma in Financial Planning and have proven experience as a Paraplanner within an Independent Financial Adviser setting. A deep understanding of tax mitigation, investment solutions, estate planning, and compliance is essential. You’ll need strong analytical skills, excellent attention to detail, and a commitment to the highest standards of integrity and professionalism. The ability to work independently while thriving in a collaborative team environment is also key. In return, you’ll receive a competitive salary of up to £50k, plus performance-based bonuses, and the unique opportunity to gain equity in the company. You’ll be part of a supportive and innovative environment with clear career progression and opportunities for further professional development. This is your chance to make a lasting impact while shaping the future of a growing IFA firm. If you’re ready to take your career to the next level, contact Joanna at Financial Divisions to learn more about this exciting opportunity.