At a Glance
- Tasks: Collaborate with advisers on complex financial planning and create high-quality recommendations.
- Company: Join a well-established financial planning firm known for quality advice and career development.
- Benefits: Negotiable salary, hybrid working, and full support for ongoing qualifications.
- Other info: Dynamic team atmosphere with long-term career growth opportunities.
- Why this job: Make a real impact in financial planning while growing your expertise in a supportive environment.
- Qualifications: Experience as a Paraplanner and desire to deepen technical knowledge.
The predicted salary is between 40500 - 49500 £ per year.
This job offers an excellent opportunity if you are a genuine Paraplanner who enjoys being actively involved in complex financial planning work. You will work closely with advisers on thoughtful, holistic client planning. Your involvement will go far beyond report writing, with a strong emphasis on research, technical analysis and contributing to client strategy. This includes complex inheritance tax planning, trust work and wider estate planning considerations.
This role is designed for someone who understands real financial planning and enjoys pulling information together from multiple angles to create high quality recommendations. You will be encouraged to bring insight, personality and ideas into your work, working collaboratively with advisers to deliver the best outcomes for clients. The job is suitable for an experienced Paraplanner working with complex cases, or a strong Paraplanner who is still studying and genuinely motivated to progress technically and professionally. Full support is available for ongoing qualifications and development.
- Working directly with advisers on complex client cases
- Carrying out detailed research and technical planning analysis
- Producing thoughtful, high quality financial planning recommendations
- Supporting inheritance tax, trust and estate planning work
- Being an active contributor within a collaborative paraplanner team
This job offers long term development within a professional, fast paced and supportive environment.
Requirements:
- Experience working as a Paraplanner within a financial planning firm
- Strong technical foundation, particularly around complex planning
- Exposure to inheritance tax and estate planning work
- Working towards or holding relevant financial planning qualifications
- Desire to grow, develop and deepen technical expertise
You will be joining a well established financial planning firm with multiple UK offices and a strong reputation for high quality advice. The business is known for investing in its people and supporting long term careers.
Benefits:
- Salary negotiable based on experience and capability
- Agile working policy once established in role
- Hybrid working with a strong emphasis on office collaboration
- Full support for ongoing qualifications and progression
- Stable, professional and collaborative working environment
This job is based in either the Wick office or the High Wycombe area. Office presence is important for collaboration and team support.
Paraplanner in Gloucester employer: Premier Jobs UK
Join a dynamic and supportive team as a Paraplanner, where your expertise will be valued and your contributions recognised. Our company fosters a collaborative work culture that prioritises employee growth through continuous training and development opportunities, all while offering a competitive salary and benefits package. Located in a vibrant area, we provide a stimulating environment that encourages innovation and professional advancement.
