Senior Paraplanner - Hybrid, Complex Case Research & Mentoring

Premier Jobs UK; Stoke Pound; Hybrid; GBP 42,000 - 57,000; Full time

Job summary

A leading recruitment firm is seeking a Senior Paraplanner in Bromsgrove. This role involves delivering comprehensive financial research and supporting Financial Advisors with complex calculations. The ideal candidate has strong experience as a Paraplanner and holds a Level 4 Diploma in Financial Planning. This position offers a salary between £42,500 - £57,000, hybrid working with 3 days in the office and 2 days from home, and various benefits including a pension scheme and professional development support.

Benefits

Contributory pension scheme

Discretionary bonus after full year's service

Option to buy and sell holiday

Birthday off

Additional holiday days for long service

Health and wellbeing resources

Shopping discounts

Qualifications

• Strong experience as a Paraplanner within an IFA firm.
• Full Level 4 Diploma in Financial Planning required.
• Confidence in delivering complex financial planning research and reports.

Responsibilities

• Deliver comprehensive financial research across various advice types.
• Undertake tax and complex calculations for Financial Advisors.
• Train and onboard fellow Paraplanners to support their development.

Skills

Experience as a Paraplanner in an IFA firm

Confidence in constructing financial planning research and reports

Education

Full Level 4 Diploma in Financial Planning

Working towards Chartered/Advanced qualifications

Job description

A leading recruitment firm is seeking a Senior Paraplanner in Bromsgrove. This role involves delivering comprehensive financial research and supporting Financial Advisors with complex calculations. The ideal candidate has strong experience as a Paraplanner and holds a Level 4 Diploma in Financial Planning. This position offers a salary between £42,500 - £57,000, hybrid working with 3 days in the office and 2 days from home, and various benefits including a pension scheme and professional development support.