Hybrid Chartered Paraplanner — Pensions & Investments Expert

Attivo Group; Tees Valley; Hybrid; GBP 47,000 - 56,000; Full time

Job summary

A financial services firm is seeking a Chartered Paraplanner to join their team in the United Kingdom. This role involves providing administrative and technical support, preparing client documentation, and ensuring compliance with financial regulations. Ideal candidates will have at least two years of experience, advanced diploma in regulated financial planning, and strong analytical skills. The position offers a flexible hybrid working model and a salary up to £56,000, depending on qualifications and experience.

Benefits

Non-contributory Pension Scheme

Private Medical Insurance

Income Protection

Critical Illness

Death in Service

Cashplan

Generous holiday allowance

Flexible working

Subsidised parking

Promoting employee wellbeing

Qualifications

• At least 2 years of experience as a Paraplanner.
• Comprehensive knowledge of pensions and investments.
• Able to analyze and make financial recommendations.

Responsibilities

• Prepare client meeting documentation and suitability reports.
• Conduct detailed research for financial solutions.
• Ensure compliance procedures are strictly followed.

Skills

Detail-oriented

Analytical skills

Excellent communication skills

Research skills

Knowledge of compliance processes

Organizational skills

Education

Advanced Diploma in Regulated Financial Planning

Degree level education

Tools

Intelliflo

Job description

A financial services firm is seeking a Chartered Paraplanner to join their team in the United Kingdom. This role involves providing administrative and technical support, preparing client documentation, and ensuring compliance with financial regulations. Ideal candidates will have at least two years of experience, advanced diploma in regulated financial planning, and strong analytical skills. The position offers a flexible hybrid working model and a salary up to £56,000, depending on qualifications and experience.