Hybrid Paraplanner for Wealth Advisory — Growth & Benefits

Successionwealth; Amersham; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A leading financial advisory firm in the UK seeks a skilled Paraplanner to join their team. This hybrid role combines home and office working. Candidates must have at least 2 years of Paraplanning experience and hold a Level 4 qualification or higher. The position offers a competitive salary and an outstanding range of benefits including generous leave, professional development support, and a strong commitment to employee wellbeing. Perfect for motivated individuals ready to provide exceptional support to Financial Planners.

Benefits

25 days annual leave plus bank holidays

Excellent pension scheme

Flexible working arrangements

Company sick pay

Enhanced parental pay

Funding for home office setup

Employee Assistance Programme

Access to professional development resources

Qualifications

• Minimum of 2 years Paraplanning experience required.
• Qualified to Level 4 or above.
• Detailed knowledge of pensions, investments, and estate planning.
• Articulate in both verbal and written communication.

Responsibilities

• Undertake research and analysis of suitable products.
• Draft recommendations in line with client's needs.
• Utilise research tools for technical and tax calculations.
• Act as initial point of contact for Planner queries.

Skills

Paraplanning experience

Knowledge of pensions

Knowledge of investments

Effective communication

Education

Level 4 qualification or above

Job description

A leading financial advisory firm in the UK seeks a skilled Paraplanner to join their team. This hybrid role combines home and office working. Candidates must have at least 2 years of Paraplanning experience and hold a Level 4 qualification or higher. The position offers a competitive salary and an outstanding range of benefits including generous leave, professional development support, and a strong commitment to employee wellbeing. Perfect for motivated individuals ready to provide exceptional support to Financial Planners.