At a Glance
- Tasks: Create detailed financial reports and support advisers with client needs.
- Company: Modern Independent Financial Planning firm with a collaborative culture.
- Benefits: Hybrid working, up to 30 days leave, and professional development support.
- Other info: Great career progression opportunities, including potential to become an Adviser.
- Why this job: Join a dynamic team and make a real impact in financial planning.
- Qualifications: Experience in financial advice and strong report-writing skills.
The predicted salary is between 41850 - 51150 £ per year.
A modern, professional Independent Financial Planning firm is looking for an experienced Paraplanner to strengthen their technical team. This is an excellent opportunity for a technically strong professional who enjoys working closely with Financial Advisers in a collaborative way. The successful candidate will play a key role in supporting advisers by carrying out detailed research, analysing client circumstances, and preparing clear, accurate financial planning reports aligned to clients' objectives. This role also offers structured training and development support with an option to progress towards advising available in the future.
Key Responsibilities
- Produce comprehensive, compliant financial planning reports for advisers to present to clients
- Conduct technical research on products, providers, and planning solutions
- Support advisers with client reviews, queries, and ongoing servicing requirements
- Act as a point of contact for day-to-day client and adviser support queries
- Prepare client review packs and obtain illustrations as required
- Keep up to date with financial planning legislation, products, compliance requirements and industry developments
Key Requirements
- Previous experience within a Financial Advice / Wealth Management firm
- Strong paraplanning and report-writing experience is essential
- Diploma in Financial Planning (or working towards) is desirable, though not essential
- Highly organised with the ability to manage and prioritise workloads effectively
- High attention to detail with the ability to produce accurate, well-structured reports and correspondence
Benefits
- Hybrid Working Available
- Support and funding for professional industry qualifications
- Up to 30 days annual leave with holiday purchase (plus bank holidays)
- Excellent Training and Development Support
- Life assurance and pension scheme
- Clear progression opportunities, including the option to progress into an Adviser role
Paraplanner in Sheffield employer: GROVE TALENT SOLUTIONS LTD
Join a modern and professional Independent Financial Planning firm in Marlborough, where collaboration and technical expertise are at the heart of our work culture. We offer competitive salaries, hybrid working options, and ample opportunities for employee growth, ensuring that you can thrive both personally and professionally in a supportive environment.
Contact Details:
GROVE TALENT SOLUTIONS LTD Recruitment Team
