Hybrid Paraplanner

ZipRecruiter; St Albans; Hybrid; GBP 40,000 - 70,000; Full time

Job summary

Join a successful Chartered Wealth Management firm in St Albans as a Senior Paraplanner. This role offers the chance to provide high-quality financial planning support, mentor junior team members, and work within a well-established team of over 25 advisors. Enjoy a hybrid working environment and contribute to delivering independent financial advice and solutions to both individual and corporate clients. If you're passionate about financial planning and ready to take your career to the next level, this opportunity is perfect for you.

Benefits

Hybrid working

Excellent salary

Benefits package

Qualifications

• Ideally fully qualified or nearly there in financial planning.
• Experience in providing high-quality financial planning support.

Responsibilities

• Provide high-quality financial planning support to Financial Advisers.
• Construct recommendations and technical reports for clients.

Skills

Financial Planning

Technical Report Writing

Research Skills

Mentorship

Education

Level 4 Diploma in Financial Planning

Chartered Financial Planner Status

Job description

Job Description

Our clients are a highly successful Chartered Wealth Management firm based in St Albans who require a technical Senior Paraplanner to join the team. They have several offices based in the region.

Going from strength to strength, you will be joining a brilliant small team, helping to mentor and train junior members of the team on occasion.

They provide independent financial advice, planning, and guidance to individuals, as well as supporting corporate clients with employee benefits solutions and company-specific financial advice.

They have over 25 advisors, so you will be joining a very well-established team.

Paraplanner responsibilities:

• Provide high-quality financial planning support to Financial Advisers in accordance with FCA standards and Chartered Code of Ethics.
• Represent the company professionally with honesty and integrity at all times.
• Construct recommendations and technical reports (reasons why & suitability letters).
• Research and process technical matters through to implementation/dispatch.
• Ideally fully qualified or nearly there.

Excellent salary and benefits. Hybrid working available.