Hybrid Paraplanner for Wealth Advisory — Growth & Benefits

Successionwealth; Devon and Torbay; Hybrid; GBP 30,000 - 45,000; Full time

Job summary

A financial services consultancy in the UK is seeking a Paraplanner to join their team. You will work in a hybrid model, supporting Financial Planners by conducting research and preparing compliant recommendations for clients. The role requires at least 2 years of Paraplanning experience and a Level 4 qualification. The successful candidate will enjoy a competitive salary, a comprehensive benefits package including annual pay reviews, and support for professional exams.

Benefits

25 days annual leave

Company pension scheme

Flexible working arrangements

Enhanced maternity and paternity pay

Support for professional exams

Qualifications

• Minimum of 2 years of Paraplanning experience required.
• Detailed knowledge of pensions, investments, and estate planning needed.
• Articulate in verbal and written communication.

Responsibilities

• Conduct research and analysis of financial products.
• Draft recommendations based on Financial Planner's requirements.
• Utilize research tools for technical and tax calculations.
• Be the initial point of contact for Planner queries.

Skills

Pensions knowledge

Investment analysis

Estate planning

Verbal communication

Written communication

Education

Level 4 qualification

Tools

Research tools

Job description

A financial services consultancy in the UK is seeking a Paraplanner to join their team. You will work in a hybrid model, supporting Financial Planners by conducting research and preparing compliant recommendations for clients. The role requires at least 2 years of Paraplanning experience and a Level 4 qualification. The successful candidate will enjoy a competitive salary, a comprehensive benefits package including annual pay reviews, and support for professional exams.