At a Glance
- Tasks: Support Financial Advisers with technical research and case preparation for clients.
- Company: Join a respected Financial Planning business with a collaborative team culture.
- Benefits: Salary up to £50,000, hybrid working, and long-term career development.
- Other info: Enjoy a supportive environment with excellent progression opportunities.
- Why this job: Make a real impact in financial planning while growing your expertise.
- Qualifications: 2+ years as a Paraplanner and Level 4 Diploma in Financial Planning.
The predicted salary is between 40500 - 49500 £ per year.
An excellent opportunity has arisen for an experienced Paraplanner to join a growing and highly regarded Financial Planning business. Working as part of a professional and collaborative team, you will provide technical support to Financial Advisers, helping to deliver high-quality financial planning solutions to a broad client base.
This role offers hybrid working, long-term career development and the opportunity to work within a supportive environment where technical expertise and attention to detail are genuinely valued.
- Conduct technical research across pensions, investments, protection and wider financial planning solutions.
- Support Financial Advisers with technical case preparation and recommendations.
- Maintain accurate client records, risk profiles and compliance documentation.
- Keep up to date with regulatory developments and changes within the financial planning sector.
Minimum of 2 years' experience as a Paraplanner within an IFA or Financial Planning environment.
Level 4 Diploma in Financial Planning (or equivalent), or actively working towards completion.
Strong technical knowledge of pensions, investments, retirement planning, taxation and financial services regulation.
Proficiency in Microsoft Office, including Word, Excel and Outlook.
Opportunity to join a successful and expanding Financial Planning business.
Long-term career development and progression opportunities.
You will be a technically strong and experienced Paraplanner who can manage your own workload while producing high-quality financial planning reports.
Apply today online or contact Jonathan at iGo Recruitment for a confidential discussion.
Paraplanner - Hybrid/flexible Working employer: IGO Recruitment
Join a dynamic and supportive team in Lytham St Annes, where your expertise as a Paraplanner will be valued and nurtured. Our company fosters a collaborative work culture that prioritises professional development, offering you the chance to grow your skills while enjoying the benefits of hybrid working. With competitive salaries and a commitment to employee well-being, we are dedicated to creating a rewarding environment for all our staff.
