Full job descriptionChartered ParaplannerLocation: Hybrid (3 days in the office)
Salary: £45,000 - £55,000
Working Hours: Flexible, 35-hour week (9:00am - 5:30pm)
This is an excellent opportunity for a Chartered professional looking to play a key role within a collaborative business that is committed to delivering high-quality financial planning and supporting ongoing professional development.
The RoleWorking closely with the firm’s Financial Planners, you will be responsible for producing high-quality suitability reports, conducting complex technical research, analysing pensions, investments and tax planning strategies, and providing technical support to advisers. You will play an integral role in ensuring clients receive compliant, well-researched and tailored financial planning solutions.
Requirements*Chartered Financial Planner status (or equivalent Chartered qualification).
*Previous experience working as a Paraplanner within a financial planning firm.
*Excellent technical knowledge of pensions, investments, protection and wider financial planning.
*Strong report writing, research and analytical skills.
*High attention to detail with a thorough understanding of FCA regulations and compliance.
*Experience using Intelligent Office (IO) is preferred but not essential.
What’s on Offer*Salary range of £45,000 - £55,000.
*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.