Job Description
Paraplanner – Independent IFA Firm?? Ainsdale (1 Day WFH)?? £40,000 DOEAre you a skilled Paraplanner looking to join a firm that genuinely values people, relationships, and trust?A well-established Independent Financial Advice firm based in Ainsdale, known for delivering tailored financial advice with a personal touch. As part of their growth, they’re looking to welcome an experienced Paraplanner to the close-knit team.Responsabilities:
* Supporting Financial Advisers in delivering high-quality advice and client service
* Preparing and writing detailed financial planning reports
* Conducting research and analysis across pensions, investments, and protection
* Ensuring compliance with FCA regulations and internal standards
* Playing an active role in maintaining our trusted client relationships
Requirements:
* Level 4 Diploma in Financial Planning (or equivalent), OR
* 2–3 years’ experience in a paraplanning role within an IFA environment
* Strong technical knowledge and attention to detail
* A proactive attitude and team-player mindset
* A passion for helping clients achieve their financial goals
Benefits:
* Up to £40,000 salary depending on experience
* Flexibility with 1 day a week working from home
* The opportunity to be part of a supportive and values-driven team
* A chance to grow within a firm that puts people first – clients and colleagues
If you're ready to make a meaningful impact and be part of something more personal than corporate, we'd love to hear from you.?? Apply now!