Paraplanner
Bagshot, Surrey
£40,000 - £60,000
Hybrid working – 2 days per week in the office
A paraplanning role where you'll genuinely be valued
Are you an experienced Diploma-qualified paraplanner looking for a role where your technical skills, ideas and contribution will genuinely be appreciated?
This role is with a highly respected and growing financial planning firm that puts both its clients and staff at the heart of everything it does. You'll be joining a close-knit, professional team that believes in doing things properly, supporting each other and maintaining a positive working culture.
The role
You'll work closely with experienced Financial Planners, providing high-quality technical support across pensions, investments, and wider financial planning cases.
This is a varied and involved paraplanning role where you'll be trusted as an important part of the advice process.
Your responsibilities will include:
* Research and report writing
* Pension and investment analysis
* Cashflow modelling support
* Preparing suitability reports and recommendations
* Technical case support for Financial Planners
* Reviewing existing client arrangements
* Assisting with complex financial planning cases
* Attending client meetings where appropriate
* Working closely with administration and advisory teams
* Diploma qualified
* Previous paraplanning experience within an IFA / financial planning environment
* Strong technical knowledge across pensions and investments
* Excellent report writing skills
* Strong attention to detail
* Professional and personable communication skills
* Someone who enjoys being part of a collaborative team
What we're looking for
This is a company that genuinely values its staff and has created a supportive, professional and friendly culture.
You'll be joining a highly qualified team with plenty of opportunity to continue developing technically and professionally.
Benefits include:
* Hybrid working
* Bonus scheme
* 25 days holiday plus bank holidays
* Pension
* Income protection
* Death in service benefits
* Supportive and collaborative team environment
* And more
Interested?
If you're an experienced paraplanner looking for a long-term opportunity with a quality financial planning firm, we'd love to hear from you.
Recruitment Rebellion is acting as a recruitment partner for this vacancy. Please apply via the appropriate channels.