Paraplanner - Hybrid working

JR United Kingdom; Plymouth; Hybrid; GBP 30,000 - 45,000; Full time

Job summary

A leading financial advisory firm in the UK seeks an experienced Paraplanner to join their friendly team. This role offers direct client exposure and the chance to work closely with management, providing technical support, developing client relationships, and being part of key business decisions within a supportive environment. A Level 4 Diploma is required, and a proactive approach is essential for success in this impactful position.

Benefits

Competitive basic salary

Bonus

Good company benefits

Hybrid working option

Qualifications

• Experience as a Paraplanner in IFA/Wealth Management.
• Strong technical knowledge in pensions, investments, and tax planning.
• Proactive and collaborative approach.

Responsibilities

• Providing comprehensive technical support to Managing Partners.
• Preparing research and suitability reports.
• Engaging with clients and ensuring a tailored service.

Skills

Technical knowledge

Communication skills

Collaboration

Education

Level 4 Diploma

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.