Financial Planning Support Role
We are seeking an experienced Paraplanner to join our team in a hands-on role where you will play a key part in preparing detailed financial reports, conducting technical research, and supporting our advisers in delivering high-quality advice.
This is a dynamic position for someone who enjoys working with complex financial planning strategies and has a proven track record of creating comprehensive financial reports. If you are looking for a long-term role in a stable, professional environment where your expertise will be valued, please continue reading.
About the Job
The ideal candidate will have strong technical knowledge across pensions (including SASS), IHT planning, and investment solutions. You will also be able to work independently while supporting a team of financial advisers.
Key Responsibilities
* Preparing detailed financial reports
* Conducting technical research
* Supporting financial advisers in delivering high-quality advice
What We Offer
* Job security in a legally structured firm that guarantees stability for decades to come
* Generous benefits including 25 days holiday plus birthday, 10% pension contribution, 4x death in service cover, and healthcare cash plan
* Flexible working hours and remote working options
* Career development opportunities including full funding for professional exams and paid study leave
* A modern workplace with office parking, EV charging points, and a collaborative team environment
About Us
* We are a generalist financial planning practice with a flat structure and open culture
* We have a mixture of private and corporate clients
* We have employee-led committees that influence business decisions
* We offer interesting and varied work in a stable, professional environment
Next Steps
If you are interested in this role, please submit your CV and a brief summary of your most complex report-writing experience.