Paraplanner - Grow into Advising & Financial Planning

Recruitment Rebellion; Romford; On-site; GBP 60,000 - 80,000; Full time

Job summary

A financial services firm in Gidea Park seeks an experienced Paraplanner. This role values your technical skills and client-first mindset, supporting you in your career growth. You'll prepare reports and ensure exceptional client service while working closely with advisers. Join a supportive team and explore career pathways towards financial planning or advanced paraplanning. The position offers a competitive salary around £50,000 and room for professional development.

Benefits

Benefits package

Career progression opportunities

Supportive team environment

Qualifications

• Previous paraplanning experience within financial advice.
• A detail-focused, collaborative approach and strong technical knowledge.
• Someone who wants to be part of a supportive team with room to grow.

Responsibilities

• Prepare high-quality reports and carry out research.
• Ensure clients receive exceptional service.
• Work closely with advisers.

Skills

Paraplanning experience

Level 4 Diploma

Attention to detail

Collaborative approach

Strong technical knowledge

Education

Level 4 Diploma

Job description

A financial services firm in Gidea Park seeks an experienced Paraplanner. This role values your technical skills and client-first mindset, supporting you in your career growth. You'll prepare reports and ensure exceptional client service while working closely with advisers. Join a supportive team and explore career pathways towards financial planning or advanced paraplanning. The position offers a competitive salary around £50,000 and room for professional development.