A highly regarded, privately owned Independent Financial Planning & Investment Management organisation is seeking an experienced Paraplanner to join their team.
Have you got the right qualifications and skills for this job Find out below, and hit apply to be considered.
With offices across the South West and London, this well-established and reputable company has experienced steady growth over recent years.
The Role: Due to increased business demand, they are looking for a Paraplanner to provide full technical support to Chartered Financial Planners and Financial Planners.
This role will focus on delivering comprehensive technical assistance, allowing advisors to focus on client-facing activities.
Requirements: You must hold a Diploma in Regulated Financial Planning (CII Level 4) as a minimum.
Progress towards Chartered status, or any additional qualifications, would be highly advantageous.
What’s on Offer: Our client takes pride in their low staff turnover, which is attributed to exceptional on-the-job training, a supportive working environment, and extensive opportunities for career progression.
Whether you're looking to advance into advisory or management roles, or prefer to develop further as a Paraplanner, the business offers a clear, structured progression path.
The company provides a highly competitive package, including: Basic salary up to £45,000 (dependent on experience) Discretionary bonus Pension scheme Private medical insurance (PMI) Generous holiday entitlement Group income protection Health cash plans Life cover And more Work-Life Balance: Recognising the importance of flexibility, the company offers a hybrid working model, with 2 days in the office and 3 days working from home.
Why Join? This is a fantastic opportunity to become part of a leading financial planning firm that truly values its employees.
You'll be joining a dynamic, forward-thinking organisation where your contribution will be recognised and valued.
If you're looking for a role where you can make a real impact in a collaborative, growth-focused environment, we’d love to hear from you.
Remote working/work at home options are available for this role.