Paraplanner

Paraplanner – Kettering – Up to £45,000

Are you an experienced Paraplanner looking for a firm that will offer progression into advising? We are working with a highly-reputable business who are dedicated to building trusting relationships that deliver exceptional personal financial services, helping clients plan for a secure financial future.

Job Description:

They are exploring the possibility of expanding the team and are considering the addition of an experienced Paraplanner who aspires to transition into an advising role. This role offers a unique opportunity to work closely with the Managing Director (MD) while gaining valuable experience in advising, client interactions, and technical administration aspects. The successful candidate will play a pivotal role in supporting the MD with client relationships, attending meetings, recording meeting notes, and assisting with various technical administrative tasks.

Your Background

• A strong desire to transition from a Paraplanner to an Advisor role.
• Proven experience as a Paraplanner in the financial services industry.
• Relevant industry qualifications (e.g., Diploma in Financial Planning or equivalent).
• Excellent communication skills, both written and verbal.
• Strong analytical and problem-solving abilities.
• A genuine passion for helping clients achieve their financial objectives.

Benefits:

• Competitive salary and performance-based incentives.
• Opportunities for professional growth and development.
• Access to industry-leading training and resources.
• A supportive and collaborative work environment.

If you are an experienced Paraplanner with aspirations to transition into an advising role and are committed to providing exceptional service to clients, we encourage you to apply. 

What next?

Apply today to be considered for this opportunity.  If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client.  In this discussion, we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.

 Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.

Synonyms: IFA, Financial Planning, Wealth Management, Financial Adviser, Financial Advisor, Wealth Manager, Financial Consultant, CISI, CII, level 4 diploma, Independent Financial Advice, Financial Advisory, Financial Planning Analyst, Technical Support, Report Writer, Para-planner, Para planner, Adviser Support