Join a team of passionate, professional Paraplanners at a leading financial planning and wealth management business committed to improving each client’s financial world. As a Paraplanner, you will play a key role in delivering the financial planning proposition, creating clarity and confidence for each clients every step of the way.
Salary for Paraplanners £35,000 - £45,000 + Benefits and Hybrid working
The Management team at this Financial Planning firm believe in building strong relationships, fostering innovation, and providing ongoing development opportunities for all employees. As a Paraplanner, you will have the chance to work collaboratively with our Financial Planners and Client Support Administrators to deliver bespoke financial planning solutions that meet each clients' needs.
The team is evolving due to a number of promotions in the business and you will be joining at an exciting time due to growth. The culture at this firm is second to none with people's wellbeing prioritised in line with client care. You will be invited to quarterly events as well summer and winter parties. They also have a social team in place that helps to budget for and select events.
- To succeed in this role, you must have experience writing suitability report for UK resident private clients.
- You should also have an understanding of the financial planning process, excellent technical knowledge in relation to personal finance and investment management issues, and a strong awareness of the regulatory framework.
- This IFA firm offers a fully diverse and inclusive workplace committed to equal employment opportunity and equal pay for all.
To be considered:
- Experience writing Suitability report in an IFA / Wealth Management environment
- Part completion of exams either LIBF, CII or equivalent.
If you are an original, collaborative, and passionate individual with a commitment to professionalism and integrity, we would love to hear from you. Apply with your CV today outlining your experience as a Paraplanner