Senior Paraplanner - Hybrid Financial Planning

Service Service; England; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A reputable wealth management firm is seeking an experienced Paraplanner to join their team in the UK. This role involves providing holistic financial planning solutions while supporting Financial Planners. Responsibilities include analyzing client requirements, constructing financial planning solutions, and preparing reports. Ideal candidates will have a Diploma in Financial Planning, strong analytical abilities, and four years of industry experience. The firm offers competitive salary, hybrid working, and a robust benefits package.

Benefits

Competitive salary

Private Medical Insurance post probation

Attractive Employee Pension Scheme

25 days Annual Leave

Office Christmas close (3-days)

Life Assurance

Health cash plan

Discretionary performance related bonus

Employee Assistance Programme

Qualifications

• Chartered Financial Planner status preferable or willingness to work towards.
• Four years industry experience preferable.
• Excellent administrative skills and analytical skills.

Responsibilities

• Provide holistic financial planning solutions.
• Perform full analysis of client's requirements.
• Prepare financial planning solutions and client reviews.

Skills

Analytical skills

Communication skills

Research skills

Report writing

Education

Diploma in Financial Planning

Job description

A reputable wealth management firm is seeking an experienced Paraplanner to join their team in the UK. This role involves providing holistic financial planning solutions while supporting Financial Planners. Responsibilities include analyzing client requirements, constructing financial planning solutions, and preparing reports. Ideal candidates will have a Diploma in Financial Planning, strong analytical abilities, and four years of industry experience. The firm offers competitive salary, hybrid working, and a robust benefits package.