Paraplanner Opportunity
We are seeking an experienced and qualified Paraplanner to join our team. This is an excellent opportunity for a highly skilled professional to contribute to a growing financial services business, providing in-depth research and expert recommendations to Partners.
* Conduct research and produce high-quality reports tailored to client needs.
* Ensure all advice meets compliance standards while maintaining a client-friendly approach.
The ideal candidate will possess a Level 4 qualification (Diploma in Financial Planning or equivalent) and proven experience as a Paraplanner in an IFA environment.
Skill Requirements
* Strong research skills and ability to produce compliant, client-focused reports.
* Excellent communication, attention to detail, and organisational skills.
* Knowledge of pre and post-retirement planning, pension transfers, SIPP providers, investments, taxation, and cashflow modelling tools.
Additional desirable skills include working towards or achieved Level 6 qualification and experience in complex financial advice areas such as IHT, Defined Benefit pension transfers, and structured investments.
Benefits of the Role
* Work in a supportive and expert team environment.
* Engage with high-level, complex financial planning scenarios.
* Ongoing professional development opportunities.