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Paraplanner (Junior Paraplanner route available)
Plymouth
Office based
Salary negotiable dependent on experience and qualifications
Are you an administrator in financial services who’s started the Level 4 Diploma? Or are you a part- or fully qualified Paraplanner looking to join a supportive and collaborative team? This role is a great opportunity to take the next step in your career - whether you’re moving from administration into paraplanning or already established in a paraplanning role.
The Business
This well-established financial advisory firm has a friendly and stable team environment. With around 20 staff members, they have a strong focus on team cohesion and culture. You’ll be part of a business that values collaboration and is committed to supporting its people - from in-house training to long-term career progression. There’s a real sense of community here, with experienced staff who are always happy to share their knowledge.
The role
As a Paraplanner, you’ll provide essential support to the advisory team. Your work will involve:
- Researching and preparing suitability reports
- Providing technical support and analysis
- Building cashflow models and helping with review preparation when established
- Supporting colleagues and collaborating on cases
The Benefits
- Competitive salary
- Holiday days
- Employer pension
- 1pm finish every Friday!
- Study support
- Training and development plan to suit your skills
- Progression opportunities
- Full benefits to be confirmed.
How to apply
If you’d like to explore this opportunity, click to apply and we’ll be in touch for a short introductory call. After that, interviews will be arranged directly with the business.
Synonyms
Junior Paraplanner, Trainee Paraplanner, Report Writer, Client support, Client delivery administrator, Financial Planning Assistant, Financial Administrator
