Quick Questions:
* Do you have Paraplanner experience?
* Are you Level 4 Diploma qualified (or near completion)?
* Do you have strong technical knowledge of pensions, investments, tax planning, and protection products?
Benefits:
* DIS
* Ability to purchase additional holiday
* Pension contributions
* Competitive salary
About the Company:
A rapidly growing, Private Equity-backed independent financial planning group is seeking a Paraplanner to join their expanding paraplanning team. This is a fantastic opportunity to work in a high-growth, collaborative environment, supporting advisers and contributing to excellent client outcomes.
The Role:
The successful candidate will work closely with advisers and senior leadership to deliver accurate, compliant, and client-focused advice. This is a key role within the team, providing support on complex cases and helping to maintain high-quality advice standards across the business.
Key Duties:
* Produce suitability reports and letters covering investments, pensions, tax planning, trusts, and protection products.
* Conduct research and detailed analysis to support financial advice.
* Prepare cash flow forecasts and assist with complex planning cases.
Skills & Experience Required:
* Diploma in (Regulated) Financial Planning (or equivalent), or near completion.
* Paraplanning experience, or strong interest in progressing into paraplanning.
* Excellent understanding of FCA regulations and advice standards.
* Strong technical knowledge of pensions, investments, tax planning, and protection products.
Apply Today:
Submit your application now. A specialist consultant will contact you to discuss your skills and motivations before submitting your CV to the hiring manager. Other suitable roles may also be suggested.
Note: Due to high application volume, individual feedback cannot be provided. If you havent heard from us within 7 days, please assume your application was unsuccessful.
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