Paraplanner / Senior Paraplanner
Tring (3-4 days a week in the office)
Onsite parking
Up to £45,000
We’re working with a well-established, client-focused independent financial planning firm that is looking to appoint a Paraplanner to support its Financial Advisers and wider back-office team.
This is a great opportunity to join a collaborative, quality-driven business where advice is holistic and client relationships are long-term. You’ll play a key role in ensuring advisers can continue delivering an exceptional service through high-quality technical support and suitability reporting.
The company is in a period of growth, and has Advisers spread across the South East. They have a centralised Admin & PPing hub from which this role will be based.
As a Paraplanner, you will support Financial Advisers by handling technical queries, report writing and research across a broad range of advice areas. You’ll take ownership of cases from instruction through to completion, working to deadlines and maintaining an excellent level of attention to detail.
They are open on the level of experience required, so you may be a Paraplanner at the start of your career in Financial Planning (can support with exams), or a more senior and experienced individual. The role and salary will be adapted accordingly.
What they're looking for:
* Previous experience in a Paraplanner role within a financial planning / IFA environment
* Completion or working towards the CII Level 4 Diploma in Financial Planning
* Technical knowledge across pensions, investments, protection and tax-based planning
* Experience using systems such as Intelligent Office, Finametrica and Genovo (or similar cashflow tools)
Why join?
* Join a respected, relationship-driven financial planning firm with a local client base
* Exposure to genuinely holistic advice, not transactional sales
* Supportive team culture with strong adviser collaboration
* Opportunity to further develop technical skills and long-term career progression