We are currently working with a highly reputable and well-established wealth management firm that is seeking a skilled Paraplanner to join their growing team. This is a fantastic opportunity for a diploma-qualified professional who is passionate about providing high-quality technical support and wants to progress in a forward-thinking, client-focused environment.
Key Responsibilities:
* Prepare detailed and compliant suitability reports across pensions, investments, and protection
* Conduct in-depth research and analysis to support client recommendations
* Collaborate closely with Financial Planners and Administrators to deliver a seamless client experience
* Maintain up-to-date knowledge of financial regulations and product developments
* Support ongoing client reviews and planning strategies
Requirements:
* Level 4 Diploma qualified (or working towards)
* Previous experience in a paraplanning role within an IFA or wealth management firm
* Strong understanding of financial planning products and services
* Excellent attention to detail and written communication skills
* A proactive and professional approach to work
What’s on Offer:
* Competitive salary and benefits package
* Clear career progression and support towards Chartered status
* Collaborative, down-to-earth team culture
* Exposure to a broad range of high-quality clients and complex planning scenarios
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