Paraplanner

Our client, an Independent Financial Adviser firm with a great reputation, are looking to hire an experienced Paraplanner to join their growing team.

The role will allow for you to work on a wide range of pension, investments, tax and trust cases as well as getting involved with client meetings and company events.

Applicants must have a minimum of 2 years' paraplanning experience and are likely to be qualified to Diploma level.

Key Responsibilities for the Paraplanner:

• Assist financial planners in preparing financial plans, investment strategies, and recommendations.
• Conduct research on investment products, pensions, tax, and other financial matters.
• Analyse client data to support financial recommendations.
• Prepare and maintain client documentation and reports.
• Liaise with clients, providers, and other professionals as required.
• Ensure that all work complies with regulatory requirements and company policies.
• Manage and track the progress of client cases and ensure timely delivery of financial plans.

On Offer?

• Salary of up to £50,000
• 2 days a week working from home
• 25 days annual leave plus bank holidays
• Private Medical Cover
• Company Bonus scheme
• Study support

Requirements:

• Level 4 Diploma in regulated financial planning
• 2+ years experience in a paraplanning role

What’s Next?

If you are interested in the Paraplanner position then please apply now and if you meet the requirements one of our consultants will be in touch within 24 hours