Are you a highly professional and competent individual seeking a rewarding opportunity in the world of Chartered Financial Planning? Look no further! We are working with an Award-winning Chartered Financial Planning firm nestled in the heart of Marlow, Buckinghamshire, and we are on the lookout for a dynamic addition to their Paraplanning team.
The salary range for a Qualified Paraplanner is up to £58,000 + Benefits and Hybrid working.
Be part of an Award-winning Chartered Financial Planning firm, a rapidly growing national Independent Financial Advice powerhouse that is a Values-driven partnership with a focus on client-centric bespoke financial plans.
The team are commitment to employee development, offering technical advancement and qualification sponsorship.
Responsibilities:
- As a Paraplanner, you will play a crucial role in supporting an Adviser, collaborating with the wider team to ensure our clients receive quality advice and support.
- Conducting extensive research and providing technical assessments and reports
- Creating lifetime cashflow models and comprehensive financial plans
- Providing strong technical advice and guidance to Advisers
- Engaging professionally with well-informed clients
- Acting as a mentor for junior team members
- Keeping up-to-date with market changes, compliance, and legislative considerations
Key Requirements:
- Level 4 – CII Diploma of Financial Planning or equivalent (Mandatory)
- Highly Desirable: Advanced qualifications, Chartered Financial Planner, or working towards
- experience in a similar role at an IFA / Wealth Management firm
- Comprehensive technical knowledge of Investment, Tax, Trust, and Pension products