Join a Dynamic Wealth Management Team as a Paraplanner!
This is a unique opportunity for a skilled Paraplanner to join a well-established Wealth Management firm known for its commitment to delivering personalised, long-term financial solutions. The firm prides itself on building enduring client relationships, focusing on trust, tailored advice, and positive outcomes.
Why Join?
* Competitive salary: £40,000 - £50,000
* Inclusive, client-first culture
* Commitment to professional growth
* Flexible work arrangements
* A respected name in Wealth Management, offering tailored services
Key Responsibilities:
* Prepare in-depth suitability reports and financial plans
* Conduct thorough research on pensions, investments, and other financial products
* Ensure FCA compliance in client documentation
* Collaborate with advisors and maintain direct client contact
* Develop tailored strategies based on individual goals and risk profiles
What’s Required:
* Diploma in Financial Planning (or working towards it)
* Strong knowledge of financial products and industry regulations
* Proven experience in a fast-paced IFA or Wealth Management environment
* Excellent communication and analytical skills
* A proactive mindset, committed to delivering exceptional client service
This is a chance to be part of a firm that values trust, long-term relationships, and the professional development of its people. Apply today!