Full job descriptionParaplanner- Established Wealth Management
Location: Near Letchworth
Salary: £35,000 - £45,000
Working Pattern: Full-time, Monday to Friday, Hybrid working, Excellent Benefits
About the Opportunity
An exciting opportunity has arisen for an experienced Paraplanner to join a well-established and growing independent financial planning firm based near Letchworth and Biggleswade.
This is an excellent opportunity for a technically minded financial services professional who enjoys producing high-quality suitability reports, supporting advisers with complex financial planning cases, and delivering excellent outcomes for clients.
You will join a supportive, collaborative team that values professional development, technical excellence and high standards of client service, with opportunities to develop your expertise and progress your career.
Key Responsibilities
*Preparing detailed suitability reports and recommendations across pensions, investments and protection.
*Supporting Financial Advisers with research, analysis and the preparation of financial planning strategies.
*Conducting product, fund and provider research to support client recommendations.
*Reviewing client circumstances, objectives and existing arrangements to identify suitable solutions.
*Preparing cash-flow analysis and retirement planning calculations where required.
*Assisting with pension transfers, investment planning and retirement strategies.
*Liaising with advisers, providers and other relevant parties to obtain information and progress cases.
*Ensuring client files and recommendations meet compliance and regulatory requirements.
*Maintaining accurate records and ensuring all work is completed within agreed timescales.
*Providing high-quality technical and paraplanning support to help deliver excellent client outcomes.
Skills & Experience Required
*Previous experience in a Paraplanner role within an IFA, wealth management or financial planning environment.
*Strong technical knowledge of pensions, investments and financial planning products.
*Experience preparing suitability reports and supporting advisers with client recommendations.
*Excellent analytical skills and a high level of attention to detail.
*A sound understanding of FCA requirements and financial services compliance.
*Strong written communication and report-writing skills.
*Excellent organisation, time management and the ability to manage competing priorities.
*Proficiency with financial services systems, research tools and provider platforms.
*Relevant financial planning qualifications, such as the Diploma in Regulated Financial Planning, or working towards further qualifications, would be advantageous.
Salary & Benefits
*Competitive salary, depending on experience.
*30 days’ annual leave plus bank holidays.
*Excellent benefits package.
*Supportive and friendly working environment.
*Opportunities for ongoing training and professional development.
*Long-term career progression within an established and growing business.
Working Hours
Full-time, Monday to Friday.
How to Apply
If you are an experienced Paraplanner looking for your next opportunity within a supportive and progressive financial planning firm, we would love to hear from you.
Apply today for a confidential conversation to find out more about the role and the opportunities available