Full job descriptionAre you an experienced Paraplanner looking for a long term career within a highly respected wealth management firm?
We’re working with a well established financial planning business with an exceptional reputation, seeking a Senior/Technical Paraplanner to join their growing team. This is an opportunity for a career paraplanner who enjoys the technical side of financial planning and wants to be part of a collaborative, supportive environment where people genuinely stay for the long term.
The role offers exposure to a broad range of complex financial planning work, including retirement planning, investments, trust planning, inheritance tax planning and wider wealth management strategies. You’ll work closely with experienced advisers and play a key role in delivering high quality advice to clients.
What’s on offer?
*Salary from £45,000+ depending on experience
*Hybrid working available (3 days office / 2 days home if required)
*Excellent pension scheme
*Death in service cover
*Life insurance
*Quarterly company social events
*Supportive team culture with outstanding staff retention
*Genuine long term career opportunity within an established and growing firm
What we’re looking for:
*Previous Paraplanning experience within financial planning/wealth management
*Strong technical knowledge across pensions, investments and protection
*Experience of trust and inheritance tax planning would be highly advantageous
*A career paraplanner looking to develop within the role
*Diploma qualified or working towards Level 4 preferred
If you’re an experienced Paraplanner looking for a technically focused role within a business that truly values its people, we’d love to hear from you.
For a confidential discussion, please get in touch.