Job Description
An exciting opportunity has arisen to join a respected financial services and wealth management organisation known for its client-focused approach and commitment to delivering high-quality, personalised advice. With multiple offices across the UK and a reputation for excellence, this firm offers a collaborative, forward-thinking environment with clear progression opportunities.
As part of their expanding team, they are now looking for a qualified Paraplanner to provide high-quality technical support to Financial Planners. This role offers exposure to complex financial planning scenarios, structured development, and the opportunity to work closely with highly experienced professionals.
Location: Hybrid (2 days in the office, 3 from home)Salary: Up to £45,000 basic + bonus and benefitsContract: Full-time, permanent
Key Responsibilities
* Provide technical support to Financial Planners in the preparation of client advice
* Conduct detailed product and fund research in line with client objectives
* Create financial plans and cashflow models using modern tools and platforms
* Assist with report writing, fund switches, and encashment letters
* Liaise with product providers and third parties to support the advice process
* Maintain accurate client records and ensure compliance with FCA regulations
* Contribute to a collaborative, high-performing team environment
What You’ll Need
* Diploma in Regulated Financial Planning (Level 4)
* Experience in a paraplanning or technical support role within financial services
* Strong understanding of the financial planning process and regulatory environment
* Excellent attention to detail, analytical skills, and the ability to manage deadlines
* Comfortable using financial planning software, research tools, and Microsoft Office
Benefits
* Competitive basic salary up to £45,000
* Hybrid working model (2 days in-office, 3 days from home)
* 25 days holiday plus bank holidays (with buy/sell options)
* 4x salary Group Life Assurance
* 5% employer pension contribution
* Private Medical Insurance
* Group Income Protection
* Plus, a wide range of additional benefits and wellbeing perks
This is a great opportunity for a motivated and detail-oriented Paraplanner to join a supportive and ambitious firm that values personal development and long-term career growth.
#J-18808-Ljbffr