WORK ON COMPLEX FINANCIAL PLANNING CASES. DEVELOP YOUR EXPERTISE. PROGRESS YOUR CAREER.
If you're an experienced Paraplanner looking for a role where your technical expertise is genuinely valued, your work has real influence, and there is a clear opportunity to progress your career, this could be the move you've been waiting for.
We're working with a highly respected, ambitious and growing financial planning business in Ascot that is looking to appoint an experienced Financial Services Paraplanner to join its established team.
This is an opportunity to work alongside experienced Financial Advisers on a relatively low volume of high-value and technically interesting cases . Rather than simply processing large quantities of routine work, you'll have the time and opportunity to really understand clients' circumstances, analyse their financial position and contribute to high-quality financial planning solutions.
There's also an exciting longer-term opportunity for the right person to progress towards becoming a Financial Adviser .
If becoming an Adviser is something you've considered but you haven't yet found the right environment in which to make that progression, this could be an excellent opportunity to take that next step.
THE ROLE
As a Senior Financial Services Paraplanner, you'll play an important role in supporting Advisers and delivering high-quality financial planning outcomes for clients.
Your responsibilities will include:
Gathering, analysing and interpreting detailed client information.
Preparing comprehensive financial planning reports and recommendations for Adviser review.
Supporting complex, high-value financial planning cases.
Undertaking cashflow planning and detailed financial analysis.
Completing product and provider research, including CIP and CRP.
Supporting pension, investment, estate and wider financial planning requirements.
Working closely with Advisers and the wider servicing team to deliver excellent client outcomes.
Liaising directly with clients where appropriate.
Preparing information and documentation for ongoing Adviser services.
Assisting with meeting preparation and ensuring deadlines are met.
Developing and refining proc...
Senior Financial Services Paraplanner Ascot, Berkshire | £50,000 + Benefits | Permanent | Hybrid employer: Financial Divisions Careers
Join a highly respected Chartered Independent Financial Planning firm in Plymouth, where your career as a Trainee Financial Planner will flourish. With a strong commitment to employee development, you will benefit from comprehensive training, mentoring, and a dedicated support team, all within a collaborative culture that prioritises work-life balance and wellbeing. Enjoy a competitive salary, excellent bonus structure, and the flexibility of hybrid working, making this an ideal environment for those looking to build a meaningful and rewarding career in financial planning.
Contact Details:
Financial Divisions Careers Recruitment Team
