Paraplanner Location: GTS Finance is currently seeking an experienced and qualified Paraplanner to join our client’s dynamic team. This is an excellent opportunity for a highly skilled professional to contribute to a growing financial services business, providing in-depth research and expert recommendations to Partners.
Conduct research and produce high-quality Recommendation and Strategy reports tailored to client needs.
Support Partners with pre and post-retirement planning, pension transfers, investments, and taxation.
Keep up to date with industry regulations, best practices, and internal financial industry exams.
Level 4 qualification (Diploma in Financial Planning or equivalent).
Proven experience as a Paraplanner in an IFA environment.
Knowledge of pre and post-retirement planning, pension transfers, SIPP providers, investments, taxation, and cashflow modelling tools.
Experience in complex financial advice areas such as IHT, Defined Benefit pension transfers, and structured investments.
Engage with high-level, complex financial planning scenarios.
Ongoing professional development opportunities.
If you are a detail-oriented and proactive Paraplanner looking to enhance your career, we would love to hear from you. Apply today to take the next step in your financial services journey!