At a Glance
- Tasks: Support financial planning by preparing reports and collaborating on complex client cases.
- Company: Respected financial planning firm with a focus on professional development.
- Benefits: Career growth, supportive environment, and opportunities for continuous learning.
- Other info: Dynamic workplace that prioritises technical excellence and client satisfaction.
- Why this job: Join a team that values your skills and helps you make a real impact in financial planning.
- Qualifications: Experience in Paraplanning or Financial Planning Support; working towards Level 4 Diploma.
The predicted salary is between 35000 - 45000 £ per year.
We’re working with a highly respected, specialist financial planning firm to appoint a Paraplanner to join their team. This is a fantastic opportunity for a technically strong Paraplanner who wants to work alongside experienced advisers, support complex client cases, and continue developing their career within a collaborative and professional environment.
What you’ll be doing:
- Supporting the delivery of holistic financial planning advice
- Preparing suitability reports, research, cashflow analysis, and recommendations
- Working closely with advisers on complex client cases
- Ensuring high-quality technical support and excellent client outcomes
- Contributing to a strong advice process within a forward-thinking firm
We’re looking for someone who:
- Has experience within Paraplanning or Financial Planning Support
- Holds or is working towards the Level 4 Diploma in Financial Planning (DipPFS)
- Has strong technical and analytical skills
- Is detail-focused, organised, and passionate about financial planning
- Is driven to develop their knowledge, skills, and long-term career within financial planning
This is an excellent opportunity to join a supportive firm that values technical excellence, professional development, and delivering outstanding outcomes for clients.
Paraplanner employer: Nexus ERP
Join a highly respected financial planning firm that prioritises employee growth and development. With a clear pathway to becoming a client-facing Financial Planner, you'll receive expert mentoring and the chance to work on complex client cases in a supportive environment. Located in a vibrant area, this role not only offers professional advancement but also fosters a collaborative and client-focused work culture, making it an excellent choice for ambitious individuals.
