Paraplanner – Level 4 Qualified | Up to £45,000 + Hybrid Working | Saffron Walden
Shape the future of financial advice – support high-calibre IFAs and thrive in a dynamic, professional environment.
Are you a qualified Paraplanner looking to join a respected and forward-thinking Wealth Management firm in Saffron Walden? This is a fantastic opportunity to bring your technical expertise and analytical insight to a supportive and client-focused team that values continuous development and a collaborative culture.
Why Join This Firm?
* Hybrid working – Enjoy a flexible work/life balance with a combination of office and home-based working.
* Up to £45,000 salary – Competitive package reflective of your skills and experience.
* Supportive culture – Work alongside Chartered Financial Planners and Compliance professionals in a team that champions progression.
* High-quality client work – Focus on complex financial planning cases across pensions, investments, protection, and estate planning.
* Modern systems – Benefit from efficient processes, robust research tools, and administrative support to help you focus on quality advice preparation.
What You'll Be Doing:
* Preparing detailed and compliant suitability reports based on client objectives and adviser recommendations.
* Conducting in-depth product and fund research, using platforms and research tools.
* Working closely with advisers to develop tailored financial planning strategies.
* Liaising with providers and clients to obtain key information and ensure smooth case progression.
* Maintaining up-to-date technical knowledge of financial services, products, and legislation.
What We’re Looking For:
* Level 4 Diploma in Regulated Financial Planning– essential.
* A strong understanding of the advice process and regulatory environment.
* Excellent attention to detail and the ability to simplify complex technical information.
* Experience working in a paraplanning or technical support role within a financial planning or wealth management environment.
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