Paraplanner
This paraplanning role is perfect for experienced financial professionals looking to work in a collaborative, client-focused environment. Suitable for those who are working towards or hold their Level 4 Diploma. If you enjoy research, report writing, and supporting financial advisers with high-quality technical analysis, this could be the ideal opportunity. The role also offers progression opportunities and study support towards further qualifications.
The Business
This well-established financial planning firm has built a reputation for providing independent advice to both individuals and businesses. The company prides itself on a supportive team environment, excellent training opportunities, and a strong focus on career development. With a modern approach to financial planning, they embrace technology to streamline processes and enhance client service.
The Role
As a Paraplanner, you will work closely with a team of financial advisers to support the delivery of high-quality financial advice. Your role will involve:
* Preparing suitability reports and annual review reports for a variety of advice types.
* Conducting technical research on financial products and investment funds.
* Ensuring compliance and maintaining accurate documentation in line with regulatory requirements.
* Collaborating with advisers to gather client information and ensure financial plans align with objectives.
* Liaising with providers, clients, and third parties to obtain necessary data and resolve queries.
* Maintaining a high standard of accuracy and professionalism in all written work.
The Benefits
* Up to £40,000 salary.
* 22 days holiday + bank holidays (increasing with service).
* Birthday day off.
* Company pension.
* Free parking.
How to Apply
Applying is simple – submit your CV today!
Seniority level
Not Applicable
Employment type
Full-time
Job function
Research, Administrative, and Finance
Industries
Financial Services and Investment Management
#J-18808-Ljbffr