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Paraplanner
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I'm currently recruiting on behalf of a well-established, independent financial planning firm looking to appoint a Paraplanner to join its growing team.
This is an excellent opportunity to join a supportive, collaborative business where you'll work closely with experienced financial planners, providing high-quality technical support and helping to deliver outstanding client outcomes.
The role will involve:
- Preparing high-quality suitability reports.
- Conducting technical research across pensions, investments, and protection.
- Cash flow modelling and financial planning support.
- Liaising with advisers, providers, and clients.
- Supporting advisers with complex financial planning cases.
- Ensuring all work is completed accurately and compliantly.
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We're looking for someone who has:
- Previous paraplanning experience within an IFA or financial planning firm.
- Experience writing suitability reports.
- Strong technical knowledge of pensions and investments.
- Excellent attention to detail and communication skills.
- Diploma qualified (or working towards) would be advantageous.
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What's on offer:
- Salary up to £42,000 depending on experience.
- Hybrid working.
- Supportive and collaborative team environment.
- Ongoing professional development and career progression.
- The opportunity to join a respected independent financial planning firm with an excellent reputation.
If you're looking for your next paraplanning opportunity, I'd love to hear from you.
Not quite at this level? Please still get in touch, as there may also be an opportunity within the team for someone earlier in their paraplanning career.
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