Paraplanner

Paraplanner

£42,000 - £48,000

Minimum 1 day a week in the office

Are you an experienced Paraplanner looking for a role where you can work on varied, technically interesting cases while being part of a genuinely collaborative team?

An established and growing wealth management group is looking for an experienced Paraplanner to join its expanding support team.

This is a great opportunity for a Level 4 qualified or nearly qualified Paraplanner who enjoys working independently, taking ownership of cases and producing high-quality, personalised suitability reports.

The Role

You’ll work closely with Financial Advisers, supporting a varied caseload across areas including:

New business and investment cases

Fund switches and withdrawals

Pension transfers and pension planning

IHT planning

Suitability reports and personalised client recommendations

Valuations and portfolio reporting

Case planning and technical research

Cashflow modelling and financial planning analysis

The team works across several businesses within the wider group, giving you exposure to different advisers, client requirements and approaches to financial planning.

To be considered for this paraplanner role:

Has solid Paraplanning experience within financial services

You don't have to be Level 4 qualified; experience is seen to be more important

Has strong technical knowledge and attention to detail

Is confident producing well-written suitability reports

Experience with Intelligent Office (IO)

Experience with platforms such as Quilter, Aviva, Fidelity, Standard Life, Aberdeen or similar would be useful, but training can be provided on different systems.

Benefits:

Salary: £42,000 - £48,000

Hybrid working, ideally 2 days in the office; however, for someone experienced, they will consider 1 day per week in the office

Flexible approach to office/home working

Supportive and experienced Paraplanning leadership

Dedicated mentor and structured onboarding

Ongoing exam and professional study support

Genuine opportunities for progression (2 years in PP before route to advise)

Exposure to a broad range of fin...