Our client, an award winning firm of financial planners based in Altrincham, is looking to appoint an experienced Paraplanner to join their team on a permanent basis.
Working closely with Financial Advisers, you will play a key role in delivering high-quality, compliant financial planning support and helping to provide tailored solutions to clients.
The Role
- Prepare and tailor high-quality suitability reports based on adviser recommendations
- Conduct in-depth research across a range of financial products to support appropriate client outcomes
- Produce compliant, well‑structured suitability letters
- Support advisers in delivering bespoke financial planning strategies
The Candidate
- Level 4 Diploma qualified (or nearing completion) - essential
- Experience working with High Net Worth clients - desirable
- Strong technical knowledge across core areas of financial planning
- Commercially aware with excellent attention to detail
- Reliable, professional, and highly organised with strong interpersonal skills
Salary & Benefits
This role offers a competitive salary of £38,000-£47,000, alongside flexible home working, full study support, a bonus structure, and a comprehensive benefits package.
Paraplanner in Ashley employer: Taylor James Professional Recruitment
Join a prestigious firm of financial planners in Kettering, where you will be supported in your professional growth as a Trainee Paraplanner. With a competitive salary and an extensive benefits package, our collaborative work culture fosters development and encourages you to thrive alongside experienced advisers. This is an excellent opportunity to gain hands-on experience in the financial planning sector while contributing to meaningful client outcomes.
Contact Details:
Taylor James Professional Recruitment Recruitment Team
