Scunthorpe
Paraplanner – Scunthorpe – Up to £35k (Flexible Working)
Are you an experienced Paraplanner looking for a new challenge in a busy, growing firm? Do you thrive in a supportive environment with potential for career advancement? We have an exciting opportunity for you in Scunthorpe!
Our dynamic financial planning firm is seeking a dedicated and meticulous Paraplanner to join our team. This role is crucial in supporting our Financial Advisers and ensuring our clients receive top-tier service. If you’re looking to develop your career within a forward-thinking company that values its people, this could be the perfect fit.
About the Role
This position offers the chance to work in a fast-paced and expanding practice where your contributions will directly impact our success. You’ll play a key role in the advice process, working closely with advisers and clients.
What We Offer
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Competitive Salary: Up to £35,000 per annum, depending on your experience.
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Flexible Working Options: We understand the importance of work-life balance and offer flexible arrangements to suit your needs.
-
Career Development: Significant opportunities for progression, whether you aspire to become a Financial Advisor or move into an Office Manager role. We’re committed to nurturing talent from within.
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Busy, Growing Firm: Join a thriving company with a strong pipeline of work, ensuring a stimulating and secure environment.
-
Supportive Team: Work within a collaborative and friendly atmosphere where your skills are valued.
Key Responsibilities
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Conducting comprehensive research and analysis for client financial planning needs.
-
Preparing suitability reports and client review documents.
-
Assisting with the implementation of financial advice.
-
Liaising with clients, product providers, and other third parties.
-
Maintaining accurate client records and ensuring compliance with regulatory standards.
-
Supporting advisers with case management and technical queries.
What We’re Looking For
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Proven experience as a Paraplanner within a financial planning firm is essential.
-
Strong technical knowledge across investments, pensions, and protection products.
-
Excellent written and verbal communication skills.
-
High level of accuracy and attention to detail.
-
Proficiency with financial planning software and CRM systems.
-
A proactive attitude and the ability to manage multiple tasks effectively.
-
A Diploma in Financial Planning is not required for this role, but a willingness to develop your knowledge is highly valued.
Location: Scunthorpe, UK
If you are an experienced Paraplanner eager for a role that offers significant growth potential and a supportive work environment, we encourage you to apply!
Paraplanner – Scunthorpe – Up to £35k (Flexible Working)
Are you an experienced Paraplanner looking for a new challenge in a busy, growing firm? Do you thrive in a supportive environment with potential for career advancement? We have an exciting opportunity for you in Scunthorpe!
Our dynamic financial planning firm is seeking a dedicated and meticulous Paraplanner to join our team. This role is crucial in supporting our Financial Advisers and ensuring our clients receive top-tier service. If you’re looking to develop your career within a forward-thinking company that values its people, this could be the perfect fit.
About the Role
This position offers the chance to work in a fast-paced and expanding practice where your contributions will directly impact our success. You’ll play a key role in the advice process, working closely with advisers and clients.
What We Offer
-
Competitive Salary: Up to £35,000 per annum, depending on your experience.
-
Flexible Working Options: We understand the importance of work-life balance and offer flexible arrangements to suit your needs.
-
Career Development: Significant opportunities for progression, whether you aspire to become a Financial Advisor or move into an Office Manager role. We’re committed to nurturing talent from within.
-
Busy, Growing Firm: Join a thriving company with a strong pipeline of work, ensuring a stimulating and secure environment.
-
Supportive Team: Work within a collaborative and friendly atmosphere where your skills are valued.
Key Responsibilities
-
Conducting comprehensive research and analysis for client financial planning needs.
-
Preparing suitability reports and client review documents.
-
Assisting with the implementation of financial advice.
-
Liaising with clients, product providers, and other third parties.
-
Maintaining accurate client records and ensuring compliance with regulatory standards.
-
Supporting advisers with case management and technical queries.
What We’re Looking For
-
Proven experience as a Paraplanner within a financial planning firm is essential.
-
Strong technical knowledge across investments, pensions, and protection products.
-
Excellent written and verbal communication skills.
-
High level of accuracy and attention to detail.
-
Proficiency with financial planning software and CRM systems.
-
A proactive attitude and the ability to manage multiple tasks effectively.
-
A Diploma in Financial Planning is not required for this role, but a willingness to develop your knowledge is highly valued.
Location: Scunthorpe, UK
If you are an experienced Paraplanner eager for a role that offers significant growth potential and a supportive work environment, we encourage you to apply!