Paraplanner
Richmond
£38,000 - £45,000
The Opportunity
An excellent opportunity has arisen for a Diploma-qualified Paraplanner to join a well-established and growing financial planning firm in Richard
This role offers the chance to work within a supportive and professional environment where building a strong business support team is key to delivering outstanding service to clients and Financial Advisers. The successful candidate will work closely with advisers to support the financial planning process and ensure the delivery of high-quality, compliant advice.
This is an ideal opportunity for a technically strong paraplanner looking to further develop their career, with support available for those wishing to progress towards Chartered status.
Role Responsibilities
- Conduct detailed financial analysis to support the development of financial plans
- Use financial planning software to model financial scenarios and projections
- Prepare and review investment proposals and financial reports for clients
- Collaborate with Financial Advisers to develop and implement tailored financial strategies
- Research financial products, providers and investment opportunities
- Ensure all work complies with regulatory requirements and company procedures
- Maintain accurate and up-to-date client records and documentation
What do we need from you?
- CII Level 4 Diploma in Financial Planning (or equivalent) - essential
- Desire to work towards Chartered status is encouraged and supported
- Knowledge & Experience
- Strong understanding of investments, pensions, personal tax, estate planning and protection
- Ability to perform basic tax calculations
- Experience supporting the delivery of financial advice within a financial services environment
- Ability to research, learn and apply new financial planning knowledge
What's in it for you?
- Genuinely competitive salary up to £45,000
- Hybrid Working
- Death in Service
- Income Protection
- Salary Sacrifice Schemes
- Opportunities for growth within a Chartered financial planning firm
- 25 days holiday + Bank Holidays
- Flexi Hours
This is a fantastic opportunity to join a growing organisation where you can further develop your technical expertise while contributing to a high-quality financial planning service.
