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Are you an experienced Paraplanner looking for a role where you can truly make an impact? Our client, a highly regarded boutique Chartered independent financial advisory firm, is seeking a dedicated Paraplanner to join their close-knit and friendly team.
The opportunity:
This is a unique chance to work closely with a successful team of Financial Planners, playing an integral role in the advice process from day one. You will have direct client exposure and the opportunity to be a key part of the business.
What you’ll be doing:
- Providing comprehensive technical support.
- Preparing detailed research, suitability reports, and financial planning recommendations.
- Engaging with clients regularly, ensuring they receive a highly personal and tailored service.
- Collaborating with an in-house administrator, allowing you to focus on the technical aspects of financial planning.
Why join?
- Boutique, independent firm - work in a tight-knit team where your contributions matter.
- Direct involvement in client advice - build strong client relationships from the start.
- Supportive environment - work closely with experienced Directors and be part of strategic decision-making.
- Career growth - an opportunity to develop within an established, high-quality firm.
- Competitive basic salary, bonus and good company benefits
What we’re looking for:
- Level 4 Diploma qualified (or working towards).
- Experience as a Paraplanner in an IFA/Wealth Management environment.
- Strong technical knowledge across pensions, investments, and tax planning.
- A proactive and collaborative approach, with excellent communication skills.
This is a great opportunity to join a professional practice where you will be an integral part of the business and client journey.
