Paraplanner

Join a Dynamic Wealth Management Team as a Paraplanner!

This is a unique opportunity for a skilled Paraplanner to join a well-established Wealth Management firm known for its commitment to delivering personalised, long-term financial solutions. The firm prides itself on building enduring client relationships, focusing on trust, tailored advice, and positive outcomes.

Why Join?

• Competitive salary: £40,000 - £50,000
• Inclusive, client-first culture
• Commitment to professional growth
• Flexible work arrangements
• A respected name in Wealth Management, offering tailored services

Key Responsibilities:

• Prepare in-depth suitability reports and financial plans
• Conduct thorough research on pensions, investments, and other financial products
• Ensure FCA compliance in client documentation
• Collaborate with advisors and maintain direct client contact
• Develop tailored strategies based on individual goals and risk profiles

What’s Required:

• Diploma in Financial Planning (or working towards it)
• Strong knowledge of financial products and industry regulations
• Proven experience in a fast-paced IFA or Wealth Management environment
• Excellent communication and analytical skills
• A proactive mindset, committed to delivering exceptional client service

This is a chance to be part of a firm that values trust, long-term relationships, and the professional development of its people. Apply today!