Paraplanner

Premier Jobs UK; Chipping Ongar; Hybrid; GBP 45,000 - 50,000; Full time

Job summary

A well-established financial planning firm in Ongar is seeking a Paraplanner to support the lead Financial Advisor. The role involves research and report writing, ensuring quality service for clients. Experienced Paraplanners are preferred, with a salary range of £45,000 - £50,000, and opportunities for professional growth and team mentorship. Work is typically 4 days in the office, potentially 1 day from home.

Benefits

Salary of £45,000 - £50,000

Support towards professional development

Potential for 1 day from home

Qualifications

• Experienced Paraplanner preferred.
• Comfortable working in a small, growing team.

Responsibilities

• Support lead Financial Advisor with research and report writing.
• Assist in delivering quality service to clients.

Skills

Research skills

Report writing

Teamwork

Education

Level 4 Diploma in Financial Planning

Job description

This Paraplanner job in Ongar provides opportunity to join a well-established local financial planning firm.

You will be directly supporting the lead Financial Advisor alongside a few other support staff undertaking administrative duties. As the Paraplanner you will be focused on assisting the Advisor through undertaking excellent research and report writing to deliver quality service to clients.

The client bank consists of numerous business owners, as such their business mix includes corporate investments, inheritance tax planning, pension transfers, business relief investments, life insurances, bonds, venture capital trusts etc. In addition, the business utilises cashflow modelling for clients.

Our client has plans to grow their client bank and headcount and view the Paraplanner as a potential senior hire, as such there could be progression towards helping to mentor other team members in due course. The business would also be open to you having potential long-term progression into advice.

As the business is in a key new chapter, they would be looking for you to be working alongside the Director in the office 4 days per week.

Paraplanner Requirements

• You should be an experienced Paraplanner
• Individuals working towards or attained Level 4 Diploma in Financial Planning would be preferable
• You should be comfortable working within a small team that ambitions to grow

The Company

This long established financial planning firm of over 30 years, is well respected for their professional and client focussed advice. The business is embarking upon their next chapter and looking to hire a Paraplanner who will be a key team member.

Paraplanner Benefits

• Salary of £45,000 - £50,000 depending on experience
• Typically, 4 - 5 days per week from their office (potential for 1 day from home)
• Support towards professional development through qualifications and additional training

Locations

• Ongar