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Permanent

Paraplanner - Route to Paraplanner Manager Near High Wycombe, Hybrid, Up to £55,000 (DOE)

High Wycombe
money-bag 50000.00-50000.00 Annual
3109952929
Posted Yesterday

Excellent Benefits and Supportive CultureA well-established and growing IFA firm is seeking an experienced Paraplanner to join their collaborative team. This is a great opportunity to work closely with advisers, support high-quality client relationships, and contribute to delivering first-class financial planning.The RoleSupport advisers with research, analysis, and suitability reportsBuild and maintain cashflow modelsPrepare client review packs and documentationManage client queries, withdrawals, and policy changesAttend client meetings where requiredMaintain accurate records and manage cases efficientlyWhat You''ll NeedLevel 4 Diploma (essential)Paraplanning experience within an IFA environmentStrong knowledge of pensions, investments, and protectionExcellent attention to detail and communication skillsAbility to manage multiple cases and deadlinesWhat''s on OfferHybrid and flexible workingFull admin and paraplanning support structureExposure to quality clients and varied casesSupportive, team-oriented cultureClear opportunity for career progressionIf you''re a driven Paraplanner looking for your next step in a progressive firm, we''d love to hear from you - Please contact Sam at Financial Divisions.

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