Job Description
Paraplanner Join a Growing Employee-Owned Wealth Management FirmStamford | Hybrid Working Available | Competitive Salary & BenefitsAre you a detail-oriented Paraplanner looking for a fantastic opportunity to grow your career within a thriving, independent wealth management firm ?Were hiring for a progressive and employee-owned financial practice in the stunning historic town of Stamford. With a strong reputation for providing independent financial advice, this firm has built a growing client base and is expanding its team to support continued success.Why Join?Career Growth Support for professional qualifications & career progressionHybrid Working Available after a qualifying periodEmployee-Owned Be part of a team that values your inputGreat Benefits Competitive salary, pension, death in service, and extra holidaysAbout the RoleAs a Paraplanner, youll play a key role in delivering top-tier support to a team of professional Independent Financial Advisers (IFAs). Your responsibilities will include:Preparing detailed financial reports and research for advisersWorking with financial advice platforms & softwareEnsuring compliance with FCA regulationsHelping clients achieve their financial goals through tailored solutionsWhat Were Looking ForLevel 4 Diploma (or working towards) in Financial PlanningMinimum 2 years experience in financial servicesKnowledge of RO1, RO2, RO3 (or willingness to qualify)Strong skills in report writing & financial solutionsExcellent IT skills, including Microsoft OfficeWe also welcome applications from part-qualified candidates with some Paraplanning experience who are eager to step up in their careers!Perks & BenefitsEmployee-Owned Trust (EOT) CompanyCompany Pension SchemeSickness Policy (after probation)20 Days Holiday + Bank Holidays + 3 Extra at ChristmasBonus: The Week Between Christmas & New Year Off Free!Hybrid Working (after probation)Parking Permit (if working in-office full-time)Death in Service BenefitHours: Monday to Friday, 9 AM 5 PMIf you're an ambitious and motivated Paraplanner, eager to join a company that invests in your future, apply today!TPBN1_UKTJ