Full job descriptionLevel 4 Diploma Qualified ParaplannerLocation: Stokenchurch
Working pattern: Hybrid (3 days in the office)
Salary: £35,000 - £40,000
Working Hours: Flexible, 35-hour week (9:00am - 5:30pm)
We are working with a well-established and growing financial planning firm that is looking to recruit a Level 4 Diploma Qualified Paraplanner to join its experienced and collaborative team.
This is an excellent opportunity for a technically competent paraplanner looking to work alongside a team of experienced financial planners in a business that values quality advice, teamwork and professional development.
The RoleWorking closely with the firm’s Financial Planners, you will be responsible for producing high-quality suitability reports, carrying out technical research, preparing recommendations, analysing investment and pension solutions, and ensuring all work is completed in line with FCA requirements. You will play a key role in supporting advisers to deliver exceptional outcomes for clients.
Requirements*Level 4 Diploma in Regulated Financial Planning (or equivalent) completed.
*Previous experience working as a Paraplanner within a financial planning firm.
*Strong technical knowledge of pensions, investments and protection.
*Excellent report writing, research and analytical skills.
*High attention to detail and a strong understanding of compliance.
*Experience using Intelligent Office (IO) is preferred but not essential.
What’s on Offer*Salary range of £35,000 - £40,000
*Hybrid working with 3 days in the office.
*Flexible working hours within a 35-hour working week.
*A supportive environment with opportunities for continued professional development and career progression.
Interview ProcessThe first interview will ideally be face-to-face, although a Teams interview can be arranged if required and will focus primarily on personality and cultural fit.
Successful candidates will then be invited to a second face-to-face interview.