Paraplanner

An excellent opportunity for an experienced Senior Paraplanner to join a growing and forward-thinking financial planning firm that prides itself on delivering comprehensive, client-focused financial advice.

Requirements

• Strong experience in a Paraplanning role within a financial planning or wealth management environment.
• Excellent technical knowledge of financial planning, including experience with complex and bespoke cases.
• Confident in conducting research, analysis, and financial calculations.
• High attention to detail, strong written communication skills, and a proactive attitude.
• A collaborative mindset with a willingness to support and develop others.

Benefits

• 4x life assurance
• Critical illness cover (2x)
• Employee Assistance Programme
• Health Cash Plan
• 5% employer pension contribution
• Discretionary annual bonus
• 22 days holiday plus bank holidays (option to purchase an additional 5 days)
• Hybrid working