Paraplanner

We have a fantastic Paraplanner opportunity to join a successful and progressive EOT wealth management firm based in the idyllic Roman and Medieval town of Stamford.

They are a reputable financial practice with a successful history providing fully independent financial advice to clients and have built a growing client base.

Due to current expansion and planned growth, they have a requirement for additional Paraplanners to support a large team of professional advisors.

This role also offers a hybrid work option after a qualifying period.

Paraplanners play a key role in providing an efficient and effective support service to the Independent Financial Advisers.

As a Paraplanner, you will have experience of Financial Advice platforms and associated software, report writing and an understanding of FCA regulations, financial solutions, and their practical application within an IFA environment.

You will need to have a Level 4 Diploma (or working towards) and have at least 2 years experience in the financial services industry.

We would also consider someone with limited Paraplanning experience, who is part-qualified, looking to take their next step into a full Paraplanning role. Ideally RO1, RO1 and RO3 accredited.