Senior Paraplanner

Asset Recruit; High Wycombe; On-site; GBP 30,000 - 45,000; Full time

Benefits offered by this job

20-25 days holiday

Company pension scheme

Death in Service Life Cover

Comprehensive Employee Benefits scheme

Job summary

A financial planning firm in High Wycombe is seeking Paraplanners at various experience levels to support their IFA team. Candidates should have report writing skills and a background in Paraplanning. The firm offers training, career progression opportunities, and comprehensive benefits including 20-25 days of holiday, a pension scheme with employer contributions, and additional life cover. Enthusiastic applicants may progress to IFA roles, making this an ideal opportunity for career development.

Qualifications

• Experience in supporting advisers with research and report writing.
• Ability to conduct research in protection, investment, and retirement planning.

Responsibilities

• Conduct research related to financial products.
• Support advisers with tasks including writing suitability reports.
• Communicate effectively with clients and product providers.

Skills

Report writing skills

Good communication

Knowledge of the financial services industry

Education

Level 4 diploma status

Job description

Overview

Our client, a very well established and successful financial planning firm, is recruiting for Paraplanners at all levels of experience to join their ambitious team that’s passionate about providing Independent impartial financial advice. Our client offers training and qualification support and provides opportunities for career progression. Enabling their employees to achieve their career aspirations by gaining professional training and qualifications, or growing and nurturing their own portfolio of clients. We are looking for candidates who already have some background in Paraplanning. You will be part of our client’s Paraplanning team supporting their highly qualified team of IFA’s and responsible for delivering high quality reports. There is potential to progress into an IFA role for the right individuals, and if this is your desired career path however they are more than open to the idea of a career Paraplanner, which in turn offers its own rewards.

Responsibilities / Key Requirements

• You will have good report writing skills with the ability to conduct research in connection with protection, investment and pre/post retirement planning.
• You should have experience in supporting advisers with a range of tasks, including correspondence with product providers and clients, researching products and writing suitability reports, as well as providing support to other members of a paraplanning team.
• You will also be a good communicator and have a working knowledge of the financial services industry across the full range of investments, pensions, retirement solutions, trusts and both personal and business protection.

Qualifications

You should be at or well on the way towards Level 4 diploma status.

Benefits

20 days holiday excluding Bank Holidays increasing to 25 days with completed service years, a Company pension scheme (currently with 5% Employer contribution), 4 x Death in Service Life Cover plus a comprehensive Employee Benefits scheme.

Please go to the Asset Recruit website, Facebook and LinkedIn pages to view all our current job opportunities. Should your application be successful we will contact you to discuss the role in more detail within 2 working days of receiving your application. In the event your application is unsuccessful, the information supplied may still be used in connection with future job opportunities. Due to the large number of applications we receive, should you not hear from us within one week then please assume your application has been unsuccessful; however we may contact you regarding other roles in the future.