Paraplanner – Wealth Management & Path to Partnership

Lubbock Fine Wealth Management; Greater London; Hybrid; GBP 32,000 - 52,000; Full time

Benefits offered by this job

Smart Working

Private Medical Insurance

4–5% Pension (salary sacrifice)

Interest free season ticket loan

Flexible benefits

Employee assistance programme

Wellbeing calendar and seminars

Job summary

Lubbock Fine Wealth Management is seeking a proactive Paraplanner to join our growing team. This permanent, full-time role exposes you to a wide client base and provides opportunities to develop technical skills while supporting financial advisers with research, reports and due diligence.

You will thrive in a collaborative environment that values professional growth, offering Smart Working with core hours and a comprehensive benefits package including pension, private medical insurance, and

Qualifications

• At least two years' experience as a Paraplanner, established within a similar firm.
• Diploma in Financial Planning Level 4
• Experience liaising with all relevant stakeholders
• The ability to work under pressure and on own initiative
• Excellent IT and presentation skills
• Enthusiasm, drive and determination, coupled with a 'can-do' approach to work
• The desire and ability to develop and grow your career in a forward-thinking and supportive environment

Responsibilities

• You will be exposed to a wide variety of work across an exciting and varied client base
• You will be responsible for producing suitability reports
• You will be responsible for product selection and due diligence
• You will work alongside a team of professionals whilst developing your technical skills and building a role around your strengths
• You will get the chance to enjoy and participate in a wide range of the firm's social events and external networking

Skills

Paraplanner experience

Liaising with stakeholders

IT skills

Presentation skills

Can-do attitude

Education

Diploma in Financial Planning Level 4

Job description

Lubbock Fine Wealth Management is seeking a proactive Paraplanner to join our growing team. This permanent, full-time role exposes you to a wide client base and provides opportunities to develop technical skills while supporting financial advisers with research, reports and due diligence.

You will thrive in a collaborative environment that values professional growth, offering Smart Working with core hours and a comprehensive benefits package including pension, private medical insurance, and