Location
Ipswich
Salary £35000 - £50000 TypePermanent WorkplaceHybrid Ref87100
Job Title: Paraplanner / Junior Adviser
Location: Ipswich, UK (Office-based 2-4 days per week)
Salary: £35,000 £50,000 plus bonus, pension contributions, and life cover
We are a well-established financial planning firm with a dynamic team managing approximately £70 million in assets under management (AUM). Our focus is on financial planning, pensions, investments, and inheritance tax, catering to a diverse client base with AUM ranging from £100k to £6m. As we prepare to launch a new website and embark on marketing initiatives, we are seeking a motivated individual to join our team and contribute to the growth and success of our business.
We are looking for a Paraplanner or Junior Adviser to join us in a key role. The successful candidate will either be a qualified Paraplanner (DipPFS) with aspirations to progress to chartered status, or a junior professional looking to transition into a paraplanning role with the potential to advance to a senior advisory position over time.
Key Responsibilities:
1. Conduct paraplanning activities, ensuring accuracy and efficiency.
2. Handle client relationships and consider attaining CAS status for occasional client reviews.
3. Assist in lead generation and contribute to team-based initiatives.
4. Stay informed about market trends, economic conditions, and investment strategies.
5. Collaborate with the team to maintain a high level of service and profitability.
Requirements:
6. Diploma in Financial Planning (DipPFS) or equivalent.
7. Strong drive and motivation to progress in the financial planning profession.
8. Demonstrable education background, preferably to degree level.
Additional Information:
9. Full training and support will be provided.
10. The role offers a competitive salary, bonus structure, pension contributions, and life cover.
11. The successful candidate will have the opportunity for career advancement and growth within the company.