Join a Dynamic Wealth Management Team as a Paraplanner!
This is a unique opportunity for a skilled Paraplanner to join a well-established Wealth Management firm known for its commitment to delivering personalised, long-term financial solutions. The firm prides itself on building enduring client relationships, focusing on trust, tailored advice, and positive outcomes.
Why Join?
- Competitive salary: £40,000 - £50,000
- Inclusive, client-first culture
- Commitment to professional growth
- Flexible work arrangements
- A respected name in Wealth Management, offering tailored services
Key Responsibilities:
- Prepare in-depth suitability reports and financial plans
- Conduct thorough research on pensions, investments, and other financial products
- Ensure FCA compliance in client documentation
- Collaborate with advisors and maintain direct client contact
- Develop tailored strategies based on individual goals and risk profiles
What’s Required:
- Diploma in Financial Planning (or working towards it)
- Strong knowledge of financial products and industry regulations
- Proven experience in a fast-paced IFA or Wealth Management environment
- Excellent communication and analytical skills
- A proactive mindset, committed to delivering exceptional client service
This is a chance to be part of a firm that values trust, long-term relationships, and the professional development of its people. Apply today!