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Paraplanner

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Location

Scunthorpe

Salary £30000 - £35000
TypePermanent
WorkplaceOn-Site
Ref88107

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!

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!

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