Paraplanner

Paraplanner

  •   1 Vacancy
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Job Description

Job Title: ParaplannerSalary: £35,000+DOEAbout the Company Established financial advice firm with 14 experienced advisors working on a pooled basis New modern offices with free onsite parking Support...

Job Title: Paraplanner
Salary: £35,000+DOE
About the Company
  • Established financial advice firm with 14 experienced advisors working on a pooled basis
  • New modern offices with free onsite parking
  • Supportive, professional, and growth-focused culture
About the Role
  • Support advisors with the preparation of suitability reports and annual financial reviews
  • Work closely with colleagues to maintain high standards of compliance and client service
  • Opportunity to grow into a fully qualified paraplanner and beyond, with structured development support
What We Are Looking For
  • Level 4 part-qualified
  • Experience preparing suitability reports and annual financial reviews
  • Excellent organisational and communication skills
  • Team-oriented approach with ability to manage multiple tasks effectively
What We Offer
  • Salary of £35,000+
  • 2 days per week working from home (more office presence required during 6-month probation)
  • Full study support towards qualifications
  • New modern office space with free onsite parking
  • Collaborative environment with 14 advisors
  • Clear career progression pathway within the firm
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