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Our client are seeking an experienced Paraplanner to join a dynamic, supportive team. This is a fantastic opportunity to work on HNW and complex financial planning cases.
Key Responsibilities
- Prepare detailed financial analysis and suitability reports
- Support advisers with research, modelling, and client meeting prep
- Work closely with the investment committee and ensure regulatory compliance
- Conduct cashflow modelling, pension/IHT planning, and product research
Key attributes
- At least 4 years’ experience as a Paraplanner
- Minimum Level 4 Diploma in Financial Planning (preferably hold or be studying towards Level 6 Advanced Diploma)
- Experience with back office systems (Intelliflo preferred) Wrap Platforms, FE Analytics, Cashflow Planning software
- Technical competence in investments, pensions, tax allowances, protection, trusts and IHT
Benefits
- 25 days holiday plus bank holidays
- Discretionary annual bonus
- Death in service cover
- Support with career development and qualifications
Please note: Due to the large volume of applications we receive for each position we will only be able to respond to applications received with the relevant skills. Should you not hear from us within a week, unfortunately on this occasion your application has been unsuccessful.
March Recruitment is an equal opportunities employer and complies with all relevant UK legislation. Please note that by applying for this vacancy you accept March Recruitment’s Privacy Policy and GDPR Policy which can be found on our website and therefore give us consent to contact you.
Consultant: Ellie Crocker
