An exciting opportunity has arisen for a Senior Paraplanner to join a well-established financial planning firm, specialising in tailored wealth management, retirement, pensions, and investment advice.
As a Senior Paraplanner, you will support financial planners in delivering high-quality, technically accurate advice and follow-up work for clients.
This office-based full-time permanent role offers a salary range of £50,000 - £60,000 and benefits.
You will be responsible for
- Preparing detailed paraplanning reports and client recommendations.
- Attending select client meetings to support financial planners.
- Conducting research to ensure advice is accurate and compliant.
- Ensuring all client documentation is thorough and well presented.
- Contributing to the continuous improvement of internal processes.
What we are looking for
- Previously worked as a Paraplanner, IFA Administrator, Financial Planning Administrator, Financial administrator or in a similar role.
- Proven experience of 4 years in paraplanning within a financial services environment.
- Have Diploma in Financial Services.
- Ability to manage multiple tasks efficiently while maintaining accuracy.
- Right to work in the UK.
What’s on offer
- Competitive salary.
- Private medical insurance.
- Life insurance and income protection.
- Company pension scheme.
- Flexibility in working hours to support work life balance
This is a fantastic opportunity for a Paraplanner seeking to advance their career in a respected and forward-thinking financial planning practice.
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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.
