Paraplanner
Paraplanner - Up to £45,000 + BonusLocation: UK (Hybrid - 2-3 office days)Hours: 37.5 per weekA leading independent financial planning firm is looking for an experienced Paraplanner to support advisers with high-quality research, analysis, and suitability reports. This is a great opportunity to join a growing business offering strong career progression and full exam support.Key ResponsibilitiesProduce compliant suitability reportsConduct research across pensions, investments, protection and estate planningSupport advisers with analysis and cashflow modellingMaintain accurate client recordsLiaise with advisers to ensure recommendations meet client needsRequirementsLevel 4 Diploma in Financial PlanningExperience in an IFA/Wealth Management environmentStrong technical knowledge across core financial planning areasExcellent communication, organisation, and attention to detailExperience with systems such as IO, FE Analytics, or similar (desirable)Salary and BenefitsUp to £45,000 + discretionary annual bonusHybrid working (2-3 days in office)26 days holiday + bank holidays + your birthday off5% flexible benefits allowance (buy extra holiday, medical, dental, life cover etc.)Aegon pension (auto-enrolment)3-month probation2-month notice periodExtra Christmas leave at company discretionEmployee Benefit Trust membership (share of future private equity exit)Full exam support - funded exams, materials, study day, and salary increases for AF passesPlease apply below and one of our consult
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