Are you an experienced Paraplanner looking for an opportunity to grow your career with a supportive and forward-thinking organisation?
We're excited to be recruiting on behalf of a highly respected, fully independent financial planning business that is currently experiencing a period of strong growth.
Known for their innovative approach and commitment to providing exceptional client outcomes, this organisation has a unique approach to financial planning.
The Role As a Paraplanner, you will play a pivotal role in supporting the financial planners by delivering high-quality, technically accurate reports and recommendations.
Your expertise will contribute to delivering outstanding advice to clients, helping them achieve their financial goals.
Key Responsibilities: Preparing detailed suitability reports and recommendations for clients.
Conducting in-depth research and analysis to support advice strategies.
Working collaboratively with financial planners and support staff to ensure seamless service delivery.
Staying up to date with industry developments and regulatory requirements.
Building and maintaining strong client relationships.
What's on Offer?
Competitive Salary : Up to £60,000 base salary.
Discretionary bonus Benefits : A robust package including pension, PMI, strong pension etc Growth Opportunities : Join a forward-thinking company at a pivotal moment in its growth journey, with a strong focus on internal career progression.
Innovative Culture : Work in an environment that encourages fresh ideas and values your input.
Full exam support : examination support to attain Chartered status About You The ideal candidate will be proactive, detail-oriented, and passionate about delivering exceptional results.
Requirements: Experience as a Paraplanner Diploma in Financial Planning (DipPFS) or equivalent; Chartered or working towards Chartered status is a bonus.
Strong technical knowledge of financial products, including pensions, investments, and protection.
Excellent communication and interpersonal skills.