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Salary £38000 - £45000

Recruiter Managing This Role

We have an exciting opportunity for an experienced Paraplanner to join an established Financial Services firm who focus on providing a high quality financial planning and investment management services.

The Opportunity

Due to their continued growth, our client is looking for an experienced Paraplanner to support the successful Financial Planners of the business. You will be responsible for delivering high quality dedicated technical support to two of the firm’s advisers. You will be working closely with the Planners and have the opportunity to prepare suitability letters, reports and recommendations and provide technical support to complex client queries.

You will be working in a positive team-focused environment where you can develop your career within a successful and ambitious firm.

What’s needed to be considered?

In order to be considered for this unique opportunity, candidates need to have –

  • Level 4 Diploma qualified or working towards this
  • Previous experience within a fast-paced IFA Practice
  • High level of analytical capability and good communication skills
  • Excellent IT literacy ideally with exposure to Voyant and FE Analytics.

For the right Paraplanner, our client will offer a market-leading salary in line with experience.  You will have excellent opportunities to learn and progress and will benefit from a meritocratic and fun working environment.

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Application For Paraplanner