Paraplanner Location: Stockbridge – with up to 3 days working from home Salary: Up to £52,000 DOE Are you an experienced Paraplanner seeking a role where you can truly make an impact?
Do you value being part of a close-knit, collaborative team while maintaining a healthy work-life balance?
If so, this could be the perfect opportunity for you.Our client, a well-established whole-of-market financial planning company, is excited to welcome a skilled Paraplanner to play a pivotal role in their team.
Youll be the key technical expert , working closely with a team of four advisers, who are eager to collaborate with you as they establish a robust paraplanning function.This role offers the chance to make a real difference within the business.
As the primary Paraplanner , youll focus on the technical aspects, while a dedicated team of three administrators provides full support, allowing you to concentrate on what you do best.
What makes this role stand out?
Collaborative team culture: Youll be joining a company where teamwork is truly valued.
The advisers are committed to working closely with you to ensure success, and the company's excellent staff retention speaks to the supportive environment.
Work-life balance: Enjoy the flexibility of up to 3 days of remote work per week, along with core working hours of 9 to 5.
A key role in the business: Up Until now the Advisers have conducted their own paraplanning, but they are hugely eager to introduce a paraplanner into the team and will cooperate and collaborate with you to help build a successful paraplanning function within the business.
You'll be the go-to technical expert, with the opportunity to significantly shape the paraplanning function.
About You: The ideal candidate will have: Strong knowledge of the wealth planning process, including research, product, and platform expertise.
Experience drafting suitability letters and providing high-level technical support to advisers.
The Level 4 Diploma in Financial Planning (desirable but not essential).
If this role sounds like the next step for your career then please get in touch.