Paraplanner – Route to Paraplanner Manager Near High Wycombe, Hybrid, Up to £55,000 (DOE)
other jobs Financial Divisions
Added before 2 Days
- England,South East,Buckinghamshire
- Full Time, Permanent
- £50,000 - £55,000 per annum
Job Description:
Salary: Up to £55,000 (DOE)
Excellent Benefits & Supportive Culture
A well-established and growing IFA firm is seeking an experienced Paraplanner to join their collaborative team. This is a great opportunity to work closely with advisers, support high-quality client relationships, and contribute to delivering first-class financial planning.
The Role
*Support advisers with research, analysis, and suitability reports
*Build and maintain cashflow models
*Prepare client review packs and documentation
*Manage client queries, withdrawals, and policy changes
*Attend client meetings where required
*Maintain accurate records and manage cases efficiently
What You’ll Need
*Level 4 Diploma (essential)
*Paraplanning experience within an IFA environment
*Strong knowledge of pensions, investments, and protection
*Excellent attention to detail and communication skills
*Ability to manage multiple cases and deadlines
What’s on Offer
*Hybrid and flexible working
*Full admin and paraplanning support structure
*Exposure to quality clients and varied cases
*Supportive, team-oriented culture
*Clear opportunity for career progression
If you’re a driven Paraplanner looking for your next step in a progressive firm, we’d love to hear from you - Please contact Sam at Financial Divisions
Excellent Benefits & Supportive Culture
A well-established and growing IFA firm is seeking an experienced Paraplanner to join their collaborative team. This is a great opportunity to work closely with advisers, support high-quality client relationships, and contribute to delivering first-class financial planning.
The Role
*Support advisers with research, analysis, and suitability reports
*Build and maintain cashflow models
*Prepare client review packs and documentation
*Manage client queries, withdrawals, and policy changes
*Attend client meetings where required
*Maintain accurate records and manage cases efficiently
What You’ll Need
*Level 4 Diploma (essential)
*Paraplanning experience within an IFA environment
*Strong knowledge of pensions, investments, and protection
*Excellent attention to detail and communication skills
*Ability to manage multiple cases and deadlines
What’s on Offer
*Hybrid and flexible working
*Full admin and paraplanning support structure
*Exposure to quality clients and varied cases
*Supportive, team-oriented culture
*Clear opportunity for career progression
If you’re a driven Paraplanner looking for your next step in a progressive firm, we’d love to hear from you - Please contact Sam at Financial Divisions
Job number 3552351
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Company Details:
Financial Divisions
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