Eden Rose
Paraplanner
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Paraplanner Opportunity near Fleet
£35,000 - £45,000
Part-time applications welcome
Looking for a paraplanning role where you'll work closely with one experienced Financial Adviser, have the flexibility to work part-time if needed, and receive support to progress your qualifications?
We're recruiting for a friendly, independent financial planning firm that genuinely values its technical team. You'll become a trusted part of the advice process, be able to discuss ideas with two senior paraplanners, researching solutions, producing high-quality suitability reports and helping deliver excellent client outcomes.
Benefits
- £35,000 - £45,000
- Full-time or part-time (4 full days or 5 shorter days)
- Flexible hours, normally 9 to 5pm
- Office based or hybrid
- Pension
- Death in Service
- Free parking
- Support towards Chartered status
- Genuine progression into a Senior Paraplanner role
- Friendly, collaborative team
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To be considered for this paraplanner position:
- Level 4 Diploma qualified or actively studying (CII, CISI or LIBF)
- Previous paraplanning experience within an IFA or wealth management firm
- Strong technical knowledge across pensions, investments and tax planning
- Experience producing suitability reports
- Comfortable using financial planning software (training available where required)
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Will consider junior candidates with some report writing experience
Apply today to be considered for this Paraplanner opportunity. If this particular vacancy isn’t the perfect fit, please do still get in touch – we work on a variety of roles across the financial planning sector. You can send your CV directly to this advert or contact us for a confidential discussion.
Additionally, if you know someone who could be a good fit, please refer them as we offer a £200 referral reward if we assist them in securing a new role.
Job Synonyms
Paraplanner, Chartered Paraplanner, Technical Support, Financial Planning Technician, Report Writer, IFA Support
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