A well-established and growing wealth management firm is looking to appoint an experienced Paraplanner to join its collaborative financial planning team.
This firm provides integrated financial planning and tax advisory services, supporting individuals, professionals, and business owners through every stage of their financial journey – from protection and wealth accumulation through to retirement and business exit planning.
Working closely with Financial Advisers and the wider support team, you will play a key role in delivering high-quality technical support, producing detailed reports, and helping ensure clients receive top-tier financial planning advice.
* Up to £47,500
* Parking permit paid for
* Open to part time applicants
* Death in Service cover
* Relaxed dress code
* Friendly and supportive working environment
* Long-term career progression opportunities
To be considered for this Paraplanner position:
* Ideally Level 4 Diploma qualified (or close to)
* Minimum 2 years’ paraplanning experience
* Strong technical knowledge across pensions, investments and financial planning
* Good understanding of compliance and regulatory standards
* Supervisory or mentoring experience beneficial but not essential
* A proactive approach with strong attention to detail
Apply today – If you’re looking for a stable and growing practice where you can continue developing your technical knowledge and build a long-term career within financial planning, this could be a fantastic next step.
If you’re interested in this opportunity, please send your CV for consideration.
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