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Senior Paraplanner


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Salary £40000 - £45000

Recruiter Managing This Role

There is a fantastic opportunity for an experienced Paraplanner to join a great firm in Cornwall. The company we are assisting is a very well established firm within the industry. 

You will have the opportunity to work in a supportive team environment where progression is strongly supported with a flexible working environment. 

Details of the role:

  • Work with our planners to conduct detailed financial research.
  • £40,000 – £45,000 depending on experience.  
  • Prepare accurate and comprehensive reports, which includes cashflow planning and product recommendations.
  • Research financial products and market trends to support recommendations.
  • Ensure compliance with regulatory standards.
  • Assist in client meetings, offering valuable insights and solutions to help both client and adviser.

What we’re Looking For:

  • Proven experience as a Paraplanner in the financial services.
  • Strong knowledge of financial planning software and regulatory requirements.
  • Excellent analytical skills with a big focus on detail. 
  • An understanding of how to communicate as part of a team, put your viewpoint across and listen to others.
  • Experience working with an investment committee.
  • Diploma and Advanced Diploma in Financial Planning are desirable.
  • R02 (Investment Principles and Risk) and AF4 (Investment Planning) exams are desirable.

Benefits Package:

  • Supportive and collaborative work environment with flexible working hours and hybrid working.
  • Opportunities for developing your carrier. 
  • Chance to make a meaningful impact on our clients’ financial well-being.
  • 25 days annual leave plus bank holidays.
  • Death in service 3 x annual salary.
  • Flexible benefits including Buy and Sell holiday, Cycle to Work, Payroll Charity Giving and Private Medical Insurance.
  • Introducing clients and staff commission schemes.
  • Enhanced Maternity and Paternity pay after one years’ service.

What’s next?

Apply today to be considered for this paraplanner opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail before 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.

Paraplanner, Compliance, Team Leader, Report Writer, Financial Planner, Technical Sales Support, Technical Planner, Para Planner

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Application For Senior Paraplanner