Paraplanner

Integro Partners; United Kingdom; On-site; GBP 30,000 - 38,000; Full time

Job summary

An award-winning independent wealth management firm is seeking a Paraplanner to join their dynamic team. This innovative firm emphasizes exceptional client service and aims to achieve positive outcomes for their clients. The role offers a hybrid working model, allowing for a balanced work-life experience while contributing to the development of comprehensive financial strategies. As a Paraplanner, you will draft Suitability Reports, support advisers with technical research, and ensure compliance with documentation standards. This is an exciting opportunity to advance your career in a supportive environment focused on professional growth.

Benefits

27 Days holiday + bank

5% Pension

Performance Based Bonus

Flexible Working Hours

Qualifications

• Experience in preparing Suitability Reports and annual financial reviews.
• Strong understanding of pensions, investments, and drawdown strategies.

Responsibilities

• Drafting comprehensive Suitability Reports based on client needs.
• Providing ongoing support to advisers with technical research.

Skills

Pensions Knowledge

Investment Strategies

Communication Skills

Organizational Skills

Team Collaboration

Job description

Paraplanner

Solihull Based

Hybrid Working 3 days WFH / 2 Office based

£30,000 - £38,000 DOE

Performance Based Bonus (on top)

9:30am - 4pm Working Hours

27 Days holiday + bank

5% Pension

Are you looking to work for an award-winning, independent wealth management firm? Are you looking to gain back some work-life balance and work with a well-established practice? Then this role could be for you!

My client is focused on providing exceptional client service and is dedicated to achieving positive outcomes for the individuals they work with.

Responsibilities:

1. Drafting comprehensive Suitability Reports based on client needs and circumstances.
2. Preparing annual reports covering areas such as pensions, investments, and drawdowns.
3. Providing ongoing support to a team of advisers with technical research and analysis.
4. Assisting in the development and review of client financial strategies.
5. Ensuring all client-facing documentation meets compliance standards.

Requirements:

1. Strong understanding of pensions, investments, and drawdown strategies.
2. Experience in preparing Suitability Reports and annual financial reviews.
3. Excellent organisational and communication skills.
4. A team-oriented approach with the ability to manage multiple tasks.

If you’re eager to advance your career and contribute to a growing financial advisory team, apply now!