Paraplanner

Optimum Path Financial Planning; Charnwood; Hybrid; GBP 30,000 - 45,000; Full time

Job summary

A growing financial planning business seeks an experienced Paraplanner to join their supportive team. The role involves building financial goals, client data analysis, and ensuring exceptional service. Competitive salary and excellent benefits offered.

Benefits

Study support

25 days holiday plus bank holidays

8% pension contribution

Medical insurance

Free parking

Qualifications

• At least two years paraplanning experience.
• In-depth understanding of financial planning products.

Responsibilities

• Building financial lifetime goals and suitability reports.
• Client data analysis and product research.

Skills

Problem Solving

Customer Service

Education

CII Certificate in Paraplanning

CII level 4 Diploma

Job description

1 week ago Be among the first 25 applicants

Direct message the job poster from Optimum Path Financial Planning

Operations Manager at Optimum Path Financial Planning

Are you an experienced Paraplanner looking for a full-time role where your expertise will be appreciated and rewarded?

Join our close-knit, supportive team and play a key part in delivering exceptional service for our growing financial planning business.

We are offering a competitive salary and excellent benefits including study support, 25 days holiday plus bank holidays, hybrid working, 8% pension contribution, medical insurance, free parking and host of others.

We are guided by our values to be competent, act fairly, think innovatively, challenge respectfully and speak honestly. If you share our values, please apply, we'd love to hear from you.

What you'll do as a Paraplanner:

• Building and manipulating financial lifetime goals and co-writing suitability reports that include the necessary technical language but are also written in a way that clients understand.
• Client data analysis and recording.
• Product research.
• Co-produce post review ongoing suitability letters.
• Liaising with the administration team to ensure the best outcomes.

What we're looking for:

• At least two years paraplanning experience.
• CII Certificate in Paraplanning or CII level 4 Diploma or equivalent and the desire to pursue further FP qualifications.
• An in-depth understanding of financial planning products and tools.
• A comprehensive understanding of the regulatory framework and the systems and controls that are in place.
• Consistently able to deliver excellent service to customers.
• Takes a problem with solution approach when challenges arise and able to present the adviser with the best options.

Established in 1978, Optimum Path is an award-winning team of highly qualified and extremely experienced financial planners. As one of only a handful of financial planning firms in the UK to be awarded both Chartered and Accredited status, our clients know that they are in the best of hands. As a Paraplanner you'll be an essential part of our success.

How to apply:

Please send a clear and concise CV with cover note to Jayde Richards, [e-mail].

Our process is fair and inclusive. If you need adjustments, let us know. Only shortlisted candidates will be contacted.

To improve your chances, ensure you meet the criteria, have the right to work in the UK, and submit a clear, tailored CV showcasing your relevant experience.

Apply now and take the next step in your career with us!

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

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