Paraplanner
Salary: £45k DOE plus discretionary bonus and benefits.
A leading firm in the wealth management sector, offering a broad range of services across the entire wealth value chain—from financial planning and investment management to platform, trading, settlement, and custody services is recruiting for a Paraplanner. The company's strategy is to provide modular, incremental services to clients, allowing them to adjust their business models as needed. The firm is also actively acquiring UK-based asset managers and other wealth-related businesses, creating a dynamic and rapidly expanding environment.
If you’re a paraplanner looking to gain a huge amount of experience working for a fast paced chartered financial planning company, then this is your opportunity.
Key Responsibilities as Paraplanner :
• Paraplanning Excellence: Prepare high-quality suitability reports for investments, pensions, and protection.
• Manage follow-ups with providers using automated systems (Outlook and CRM) to avoid bottlenecks.
• CRM & Workflow Management: Maintain accurate client records and case notes in Enable.
• Key experience and skills as Paraplanner:
Ambitious: 1+ years as a paraplanner, with the drive to become an experienced member of the team.
A natural problem solver who enjoys building and refining workflows for efficiency.
Tech-Savvy: Comfortable with CRMs, task management systems, and Outlook automations.
Joining the team offers a unique combination of start-up energy and the security of private equity backing. It's an inspiring time to be part of a rapidly expanding company through strategic acquisitions.