Technical Paraplanner in Bradford-on-Avon

Overview

This well established, local directly authorised financial planning firm in Bradford-on-Avon is looking to recruit technical Paraplanners as part of their growth journey.

As a Paraplanner within this team, you will regularly be involved in working on HNW & UHNW cases due to their average client holding being £1m. They are seeking talented, technically strong individuals capable of working on bespoke cases in tandem with their Financial Advisors. The business often has cases involving trusts, therefore candidates with experience and/or holding STEP qualification would be advantageous. The business is embarking on their next chapter of growth and are looking for growth minded individuals who are excited by the prospect of collectively growing together, embracing technology and always looking to achieve excellent client service.

Career progression available such as support towards becoming a specialist in key areas or onto becoming a Financial Advisor.

Responsibilities

Technical Paraplanner responsibilities include working on high net worth and ultra high net worth cases, conducting thorough research and report writing, and supporting Financial Advisors in delivering bespoke financial planning solutions. The role involves collaborative case work with advisers and a focus on delivering high-quality client service.

Qualifications

• You must be Level 4 Diploma qualified and ideally with advanced qualifications such as towards Chartered or niche areas like STEP qualification
• You must be an experienced Paraplanner, confident undertaking thorough research and report writing
• You should have desire to be part of a growing team and take an active role in delivering growth for the business

Benefits

• Salary negotiable depending on experience and qualifications
• Plus company benefits
• Mainly office based role with potential for 1-2 days from home
• Fantastic opportunity to play a key role within a well-established, growing team

Location

Bradford-on-Avon

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