An exciting opportunity has arisen for a Paraplanner to join a well-established accountancy firm offering a comprehensive range of services including accounting, tax, audit, payroll, and financial planning.
As a Paraplanner, you will support financial planners by preparing reports, researching solutions, and contributing to client-focused strategies.
This role offers salary range of £40,000 - £50,000 and flexible working options.
You Will Be Responsible For:
Collaborating with financial planners to conduct detailed research.
Producing accurate financial reports, including cashflow planning and tailored recommendations.
Researching financial products and market trends to support planning advice.
Utilising planning software to manage tasks and produce recommendations.
Ensuring adherence to regulatory standards and compliance requirements.
Assisting in client meetings with relevant insights and solutions.
What We Are Looking For:
Previously worked as a Paraplanner, IFA Administrator, Financial Planning Administrator, Wealth Management Administrator, Financial Services Administrator, Financial Planning Assistant, Financial administrator within the financial services sector.
Strong knowledge of financial planning software and regulatory frameworks.
Exceptional analytical skills and attention to detail.
Ability to contribute effectively within a team environment.
Relevant qualifications, such as Diploma or Advanced Diploma in Financial Planning, are desirable.
What’s On Offer:
Competitive Salary
Collaborative and supportive working environment.
Opportunities for professional development and career progression.
Flexible and hybrid working options.
25 days annual leave plus bank holidays.
Access to health and wellbeing schemes
Including Employee Assistance Programmes.
Pension scheme with employer contributions.
Staff rewards
Commission schemes.
This is a fantastic opportunity to advance your career in financial services while making a meaningful impact on clients’ financial futures.
Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us.
Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003