Paraplanner - Hybrid working

JR United Kingdom; Exeter; On-site; GBP 30,000 - 45,000; Full time

Job summary

Une entreprise de conseil financier indépendante et réputée recherche un Paraplanner expérimenté pour rejoindre son équipe dynamique. Ce rôle offre l'occasion de travailler directement avec les partenaires de direction, d'interagir avec les clients et de jouer un rôle clé dans le processus de conseil. Vous bénéficierez d'un environnement de travail collaboratif et d'opportunités de développement professionnel au sein d'une entreprise de haute qualité.

Benefits

Salaire de base compétitif

Bonus et bons avantages

Travail hybride après la période d'essai

Qualifications

• Diplôme de niveau 4 qualifié (ou en cours d'obtention).
• Expérience en tant que Paraplanner dans un environnement IFA/Wealth Management.
• Connaissances techniques solides en matière de pensions, investissements et planification fiscale.

Responsibilities

• Fournir un soutien technique complet aux partenaires de direction.
• Préparer des recherches détaillées et des recommandations de planification financière.
• Engager régulièrement avec les clients pour un service personnalisé.

Skills

Communication

Collaboration

Proactivité

Connaissance technique

Education

Diplôme de niveau 4

Job description

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Are you an experienced Paraplanner looking for a role where you can truly make an impact? Our client, a highly regarded boutique independent financial advisory firm, is seeking a dedicated Paraplanner to join their close-knit and friendly team.

The opportunity:

This is a unique chance to work closely with the firm’s two Managing Partners, playing an integral role in the advice process from day one. You will have direct client exposure and the opportunity to be a key part of the business.

What you’ll be doing:

• Providing comprehensive technical support to the Managing Partners.
• Preparing detailed research, suitability reports, and financial planning recommendations.
• Engaging with clients regularly, ensuring they receive a highly personal and tailored service.
• Collaborating with an in-house administrator, allowing you to focus on the technical aspects of financial planning.
• Boutique, independent firm - work in a tight-knit team where your contributions matter.
• Direct involvement in client advice - build strong client relationships from the start.
• Supportive environment - work closely with experienced Directors and be part of strategic decision-making.
• Career growth - an opportunity to develop within an established, high-quality firm.
• Competitive basic salary, bonus and good company benefits
• Hybrid working after probation period - 3 days in the office & 2 from home or vice versa.

What we’re looking for:

• Level 4 Diploma qualified (or working towards).
• Experience as a Paraplanner in an IFA/Wealth Management environment.
• Strong technical knowledge across pensions, investments, and tax planning.
• A proactive and collaborative approach, with excellent communication skills.

This is a great opportunity to join a professional practice where you will be an integral part of the business and client journey.