An opportunity has arisen for a Paraplanner to join a financial advisory firm providing personalised wealth management, investment, retirement, and financial planning services helping individuals and businesses achieve their long-term financial goals.

As a Paraplanner, you will provide technical paraplanning support to financial advisers, helping to develop compliant and effective financial planning solutions for clients.

This role offers benefits and a competitive salary depending on candidate experience.

You will be responsible for

• Providing technical paraplanning support across a broad range of financial planning cases.
• Working closely with advisers to identify suitable financial planning strategies that meet clients' objectives.
• Preparing recommendations covering investments, pensions, retirement, tax and estate planning.
• Producing cashflow models, financial reports and suitability documentation.
• Reviewing investment portfolios and supporting asset allocation recommendations in line with clients' risk profiles.
• Preparing client review packs, investment performance reports and supporting documentation.
• Obtaining quotations, product information and research to compare suitable financial solutions.
• Liaising with clients, providers and third parties to ensure cases progress efficiently.

What we are looking for

• Previously worked as a Paraplanner, IFA Administrator, Financial Planning Administrator, Financial administrator, Financial Planning Analyst, Financial Planning Assistant or in a similar role.
• At least 1 year of experience in a Paraplanner position within an Independent Financial Adviser or Wealth Management environment.
• Level 4 Diploma in Financial Planning (PFS) qualified, currently working towards the qualification, or FPC qualified with substantial industry experience.
• Familiarity with financial research systems such as Analytics, Voyant and other industry-standard platforms.
• Experience within pension transfers and knowledge of inheritance tax planning and investment products.
• Strong understanding of current financial services legislation and regulatory requirements.
• Competent using Microsoft Office, including Outlook, Word, Excel and PowerPoint

What's on offer

• Competitive Salary
• RO exam study support, including funded first exam attempt.
• Care Cashback Plan (after successful completion of probation).
• Work-from-home Fridays (subject to business needs).
• Annual leave increasing with service (up to 25 days).
• Long service recognition and additional leave
• Three additional days off at Christmas.
• Access to an on-site gym.
• Company pension scheme.
• Staff discount.
• Birthday leave.

Apply today if you're looking to join a respected financial planning business where you can further develop your expertise and build a rewarding long-term career.

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Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.