Paraplanner
Bishop's Stortford
Hybrid
Competitive salary and a comprehensive benefits package including exam support
Are you a detail-oriented Paraplanner with a passion for delivering high-quality financial planning support...
Join a friendly, highly reputable, dynamic and client-focused Wealth Management firm, where your expertise will directly contribute to shaping the financial futures of its valued clients.
Company Overview
A well-established, forward-thinking Wealth Management firm committed to delivering tailored financial advice to high-net-worth individuals, families, and business owners, with a strong emphasis on professionalism, integrity, and innovation, supporting its clients through every stage of their financial journey.
Paraplanner Role:
As an experienced Paraplanner, you will work closely with Financial Advisers to provide high-level technical support and ensure the delivery of compliant, accurate, and personalised financial advice.
Paraplanner Key Responsibilities:
- Conduct in-depth research and analysis across pensions, investments, tax planning, protection, and IHT/estate planning
- Prepare high-quality suitability reports in line with regulatory and internal standards
- Interpret fact-finds, risk profiles, and financial data to develop comprehensive planning strategies
- Liaise with product providers and internal stakeholders to gather accurate information
- Keep up to date with industry trends, legislation changes, and technical knowledge
Paraplanner Requirements:
- Minimum 3 years’ experience as a Paraplanner within a Wealth Management or Financial Planning environment
- Level 4 Diploma qualified (DipPFS or equivalent) - working towards Chartered status is desirable
- Strong technical knowledge of pensions, investments, tax, and estate planning
- Excellent written communication and analytical skills
- High attention to detail, with the ability to manage multiple cases and deadlines
- Proficient in financial planning software
What’s On Offer:
- Competitive negotiable salary (commensurate with experience)
- Annual performance bonus
- Flexible/hybrid working options
- 25 days holiday + bank holidays (increasing with service)
- Professional development support, including exam sponsorship and study leave
- Pension
- Death in Service
- Private Medical
- Exam Support