Transform Lives as a Paraplanner
Are you ready to bring your talent and dedication to a firm that values your purpose and commitment to excellence? On offer is no just offer a job – we offer a career where you can truly make a difference. Join as a Paraplanner, and help us empower clients to create brighter futures through independent financial advice, education, and support.
Why Choose us?
we believe in living our values: mindfulness, integrity, and collaboration. Your role as a Paraplanner isn’t just about completing tasks; it’s about being part of a bigger mission to change lives for the better – including your own. Here’s why you’ll love working with us:
- Attractive Salary: Up to £37,000 per year plus quarterly bonuses.
- Comprehensive Benefits: From private medical insurance to enhanced parental leave, we’ve got your wellbeing covered.
- Flexible Work Options: Enjoy flexitime and the ability to work from home.
- Perks Galore: Gym memberships, free parking, volunteer time, and even free flu jabs!
- Culture of Growth: Access CPD opportunities and career development within a supportive, client-centered team.
Your Role as a Paraplanner
Reporting to the Senior Paraplanner, you’ll play a crucial role in ensuring that every aspect of the financial planning process is executed with precision and care. Key responsibilities include:
- Crafting detailed financial planning and suitability reports to deliver outstanding client outcomes.
- Ensuring all client files and compliance documentation meet our high standards.
- Conducting thorough research, obtaining valuations, and handling tax calculations.
- Collaborating with advisers and our Proposition Team to maintain a seamless client experience.
- Continuously enhancing your expertise in line with our CPD and training schemes.
What You’ll Bring to the Paraplanning team:
To thrive in this role, you’ll need:
- Qualifications: CII Level 4 Diploma in Regulated Financial Planning (essential).
- Experience: At least 1 year in a paraplanning role.
- Skills: Exceptional attention to detail, strong communication abilities, and proficiency in Microsoft 365 (bonus if you know Intelligent Office).
- Mindset: A proactive, collaborative, and client-focused approach.