Paraplanner
Stamford, Remote
£35,000 - £40,000 + Progression + Training + Company Pension + Death in Service + Social Events + 20 days holiday + Bank Holidays + Christmas Shutdown + Parking Permit (if office based)
Are you a Level 4 Diploma qualified Paraplanner looking to join a growing FT top 100 Wealth Management firm that can offers long-term career development routes within a professional and supportive environment?
This is a great opportunity to join a well-established Wealth Management firm, who place a strong value on its employees as a Employee Owned Trust company. Due to continued growth they are seeking a Paraplanner to the team.
Your main responsibility with be to support advisers through high-quality report writing and technical financial planning support. You will work closely with the wider operations team in a fast-paced financial planning practice.
This role is perfect an experienced Paraplanner or someone with a Level 4 Diploma who is looking to build a long-term career within a respected and expanding IFA firm.
The Role:
*Can Support Hybrid and/or Remote working schedule with once-a-month office visits -* Supporting a large team of Financial Advisers
* Producing suitability reports and financial planning documentation
* Working within FCA regulations and compliance standards
* Using financial platforms and software
* Collaborating with advisers and operations teams
The Person:
* Level 4 Diploma qualified (or working towards)
* Minimum of 2 years’ experience within financial services / IFA environment
* Strong report writing skills
* Understanding of FCA regulations and financial solutions
* Wants recognitions for the work they do