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Experienced paraplanner | wealth management

Stamford
Permanent
RecruitMe
Wealth manager
£40,000 a year
Posted: 17h ago
Offer description

Location: Stamford, Lincolnshire (Hybrid Working Available) Job Type: Full-time, Permanent Sector: Financial Planning / Wealth Management / IFA THE ROLE PARAPLANNER Producing comprehensive suitability reports and financial planning documentation Conducting technical research across pensions, investments, protection, and retirement planning Supporting advisers with FCA-compliant recommendations Using financial planning platforms and software to analyse and model solutions Ensuring advice is accurate, compliant, and clearly presented Operating effectively within a fast-paced financial planning practice ABOUT YOU Minimum 2 years experience within financial services or an IFA environment Strong understanding of FCA regulation and financial planning solutions Proven paraplanning and report writing experience Level 4 Diploma qualified (or working towards) Analytical, detail-oriented, professional, and proactive Confident with Microsoft Office and financial planning systems Right to Work in the UK WORKING PATTERN MondayFriday, 9:00am5:00pm Hybrid working available following probation BENEFITS Employee-owned Trust company Company pension scheme Death in service benefit Sickness policy (post-probation) 20 days holiday bank holidays ChristmasNew Year shutdown Holiday increases after 2, 5, and 10 years service Hybrid working Parking permit (office-based) Social events APPLY NOW Apply with your CV in confidence.

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Home > Jobs > Banking jobs > Wealth manager jobs > Wealth manager jobs in Stamford > Experienced Paraplanner | Wealth Management

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