At a Glance
- Tasks: Support financial advisers by conducting research and preparing detailed reports.
- Company: Modern Independent Financial Planning firm with a collaborative culture.
- Benefits: Hybrid working, up to 30 days annual leave, and professional development support.
- Other info: Clear progression opportunities towards an Adviser role.
- Why this job: Join a dynamic team and grow your career in financial planning.
- Qualifications: Experience in financial advice and strong report-writing skills.
The predicted salary is between 35000 - 45000 £ 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
- 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
- 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 High Wycombe employer: Grove Talent Solutions
Join a modern and professional Independent Financial Planning firm in Stokenchurch, where you will thrive in a collaborative environment that values your expertise as a Paraplanner. With hybrid working options, generous annual leave, and robust training and development support, this role not only offers a chance to enhance your skills but also provides clear pathways for career progression into advisory roles. Experience a workplace that prioritises employee growth and well-being while making a meaningful impact in clients' financial journeys.
