Career Paraplanner Wanted! Join a Leading IFA Firm Where Expertise is Valued

Are you a skilled and experienced Paraplanner looking to advance your career in a client-centric environment? Our highly respected Independent Financial Adviser (IFA) firm is searching for a Career Paraplanner to join the team. The ideal candidate is an experienced professional, with a keen eye for detail and someone who enjoys developing processes. 

Why This Role?

• Collaborative Environment: The successful candidate will work alongside a dedicated team of Financial Advisers, where their contributions will play a crucial role in shaping tailored financial solutions.
• Client-Focused Culture: The firm is known for building long-term relationships with clients, delivering ethical and personalised financial advice.
• Work-Life Balance: Offering a supportive working environment.

What’s on Offer?

• Competitive Salary: Up to £45,0000 per annum, based on experience.
• Professional Growth: Continuous learning and support, with opportunities to work towards further qualifications, including Chartered Financial Planner status.

Key Responsibilities:

• Working closely with Financial Advisers to prepare detailed financial reports, plans, and recommendations.
• Conducting thorough research and analysis of financial products, including pensions, investments, and protection.
• Ensuring that all reports adhere to FCA regulations and maintain compliance standards.
• Engaging with clients to provide updates and maintain a high level of service throughout the advice process.

Candidate Profile:

• Experience: Experience as a Paraplanner within an IFA or wealth management firm.
• Qualifications: Diploma in Financial Planning (DipPFS) or equivalent is essential.
• Attention to Detail: Strong analytical skills, with a focus on accuracy and compliance.
• Client-Centric: A proven ability to build strong relationships and deliver exceptional service.

Diversity and Inclusion: The firm is committed to fostering a diverse and inclusive workplace. 

This is an excellent opportunity to join a forward-thinking firm where expertise is valued, and professional growth is supported. Apply today to take the next step in your career!