Paraplanner Opportunity
Location - Loughborough/Hybrid
Salary - Up To 40K DOE
We have proudly served clients for over 30 years, growing from a small, one-room office to three buildings housing financial, legal, and accountancy services. We are one of the few practices offering truly holistic, integrated advice under one roof. Our mission is to inspire people to live a great life, empowering them to take control of their finances and achieve their goals.
We help clients build and implement personalized plans, manage their financial lives, and protect their wealth for generations. Whether it's investment advice, estate planning, or tax services, our values-based approach and expert team create lasting client impact.
The Role
We are looking for a Paraplanner to join our growing team. You'll work alongside financial planners to provide technical solutions, prepare high-quality written advice, and help clients achieve their financial aspirations. This role requires proactive client engagement, technical research, and the ability to streamline and maintain client financial strategies effectively.
Responsibilities Include:
1. Collaborating with financial planners to produce effective, compliant financial planning recommendations.
2. Conducting detailed technical research and maintaining a thorough understanding of financial products and regulations.
3. Prioritizing and managing workflows to meet deadlines efficiently.
4. Building and maintaining strong client relationships by addressing queries and delivering excellent service.
5. Assisting with long-term financial plans and updating systems to ensure accurate client records.
Skills You'll Bring:
1. A strong grasp of financial planning principles and technical proficiency in areas such as cash flow modeling.
2. Exceptional analytical, organizational, and communication skills.
3. A logical and inquisitive mindset with a problem-solving approach.
4. Team-oriented and collaborative, yet capable of working independently.
Requirements:
1. Level 4 qualification in Financial Planning (or higher).
2. Previous paraplanning experience, ideally within an IFA environment.
3. Proficiency in Microsoft Office and experience building long-term cash flow projections.
Why Join Us?
We prioritise your growth. Whether you aspire to move into a senior paraplanner role, a financial planning position, or even explore other disciplines like law or accountancy, we'll support your journey.
What We Offer:
1. Flexible working options, including homeworking and office-based collaboration in Loughborough.
2. Competitive benefits package, including:
1. 34 days holiday (including bank holidays) with opportunities to buy/sell extra days.
2. A 9% pension contribution (7% employer).
3. Life insurance (4x salary) and income protection (60% of salary).
4. Comprehensive employee assistance programs for 24/7 support.
5. Career development funding and support for professional qualifications.
Join a forward-thinking team where innovation and client impact are at the heart of what we do.
How to Apply:
Ready to help clients achieve their goals while advancing your own career? Apply now.
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