Paraplanner, Stokenchurch, £45,000 - £60,000 DOE - Progression to Adviser available

An excellent opportunity has arisen for a Paraplanner to join a friendly and supportive team within a highly regarded Financial Advisers who support hybrid working and are accommodating/flexible with hours of work.. And in a company who deliver on professional development i.e. Paraplanner > Financial Adviser.

Here you will provide technical support to advisers, find solutions for clients and be a point of contact for technical queries.

The role:

• Working closely with advisers to deliver compliant, high-quality advice, including:
• Writing financial planning and suitability reports
• Researching products and preparing illustrations/recommendations
• Preparing review packs and maintaining accurate client records
• Assisting with client queries and plan submissions
• Staying up to date with products, legislation, and compliance requirements
• Ensuring files and documentation are accurate, well-presented, and compliant

The person:

• Experienced in paraplanning with strong technical and report-writing skills.
• Diploma qualified (or working towards) is desirable.
• Highly organised, reliable, and client-focused with excellent written and verbal communication.
• A proactive team player with strong problem-solving and analytical skills.

Starting Salary:

• £45,000 - £60,000 per annum, depending on experience and qualifications

Benefits:

• Hybrid working considered
• 25 days holiday, plus Bank Holidays & your birthday off!
• Professional industry exams paid for, along with study supported
• In-House Training Academy
• Annual Salary Review
• Life Assurance & Pension
• Progression through to Adviser if desired

Unsure if you should apply? Or you don't have a CV?

No problem! Send us a way of contacting you and we'll provide all the information you'll need to make an informed decision. Then if you need to do a CV, we can even help you with that.