At a Glance
- Tasks: Support Financial Advisers with research, analysis, and bespoke financial planning reports.
- Company: Forward-thinking wealth management firm that values your expertise.
- Benefits: Hybrid working, competitive salary, generous holiday allowance, and health benefits.
- Other info: Enjoy regular social events and ongoing professional development opportunities.
- Why this job: Join a supportive team where your skills can shine and grow.
- Qualifications: Diploma in Financial Planning and previous Paraplanning experience required.
The predicted salary is between 46000 - 46000 £ per year.
Are you an experienced Paraplanner looking to join a supportive, forward-thinking wealth management firm where your expertise is valued and your career can flourish? My client is seeking a skilled and motivated Paraplanner to join their growing team. This is an excellent opportunity for someone who enjoys technical research, report writing, and working closely with advisers to deliver outstanding outcomes for clients.
What's in it for you?
- Excellent Benefits Package
- Hybrid and flexible working
- Competitive holiday allowance
- Buy and sell holiday scheme
- Your birthday off every year
- Additional holidays for long service
- Annual discretionary bonus
- Contributory pension scheme
- Death in service benefit
- Health and wellbeing cashback scheme
- Discounted gym memberships and healthcare benefits
- Retail discounts and cashback on everyday purchases
- Access to free online training courses
- Regular social events including Summer and Christmas celebrations
- Ongoing professional development and career progression support
The Role
As a Paraplanner, you'll play a key role in supporting Financial Advisers by providing high-quality research, technical analysis, and suitability reports. Key responsibilities include:
- Conducting comprehensive research on financial products and investments
- Preparing bespoke investment and financial planning reports
- Analysing existing portfolios against suitable benchmarks
- Producing complex financial planning recommendations
- Assisting with pension and investment transfer analysis
- Keeping up to date with technical, legislative and regulatory developments
- Supporting trainee paraplanners and sharing technical knowledge
- Contributing to research projects and meeting agreed service levels
About You
To be successful in this role, you'll have:
- Diploma in Financial Planning (or equivalent)
- Previous Paraplanning experience within an IFA or Wealth Management environment
- Strong financial planning and technical knowledge
- Excellent report-writing skills
- High levels of accuracy and attention to detail
- Strong written, numerical and analytical skills
- Good working knowledge of Microsoft Office
Ready for Your Next Step?
If you're looking for a role where your technical expertise is recognised, your development is supported, and you can enjoy genuine flexibility alongside a comprehensive benefits package, we'd love to hear from you. Apply today to find out more.
Paraplanner employer: Truestar Talent Ltd
Join a prestigious Wealth Management firm in Norwich/Norfolk, where you will thrive in a supportive and high-performing team culture. With competitive salaries, flexible working options, and a comprehensive benefits package including a generous pension scheme and car allowance, this role offers exceptional opportunities for both experienced Advisers and those new to the field to grow and excel in their careers.
