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Paraplanner

Job Posted: 18 days ago

Salary: £ 45,000 - 45,000 / Annum
Job Type: Permanent
Location: L2 3SW

Expire in: 10 days

Job Description

Paraplanner 

Location: North West (Hybrid)
Job Type: Full-time, Permanent
Salary: Competitive (DOE)
 
 Are you an experienced Paraplanner looking to join a forward-thinking Independent Financial Adviser with an outstanding benefits package and a genuine commitment to employee wellbeing?
 
 Our client is a highly respected financial planning firm, providing tailored advice across pensions, investments, protection and inheritance tax planning. Due to continued growth, they are looking to recruit an experienced Paraplanner to join their collaborative technical team.
 
 This is an excellent opportunity for a technically minded individual who enjoys producing high-quality financial planning recommendations and wants to be part of a business that values both professional development and work-life balance.

 The Role 
  
 Working closely with Financial Advisers, you'll play a key role in delivering comprehensive financial planning solutions for clients.
 
 Your responsibilities will include:
  
Preparing detailed and compliant suitability reports 
Conducting technical research across pensions, investments, protection, bonds, trusts and inheritance tax planning 
Supporting advisers with complex financial planning cases 
Producing clear and accurate recommendations that align with FCA Consumer Duty principles 
Managing and maintaining accurate client records and documentation 
Ensuring all work meets FCA regulations and internal compliance standards 
Working collaboratively with advisers and the wider support team to deliver an exceptional client experience  About You
  
 To be successful, you'll have:
  
At least 3 years' experience as a Paraplanner within an IFA or Wealth Management firm 
Strong technical knowledge across pensions, investments, protection, bonds and trusts 
Experience of inheritance tax planning, including exposure to AIM and Business Relief solutions (desirable) 
Level 4 Diploma in Regulated Financial Planning (or be close to achieving it with relevant experience) 
Excellent report writing, research and analytical skills 
Strong organisational skills with exceptional attention to detail 
A proactive approach and a genuine passion for delivering high-quality financial planning  What's on Offer? Alongside a competitive salary, you'll benefit from an exceptional package including:
  
25 days annual leave, plus bank holidays 
Your birthday off every year 
Paid Christmas shutdown 
9-day working fortnight – enjoy a paid day off every other week 
5% employer pension contribution via salary sacrifice 
Death in Service cover (10x basic salary) 
Private Medical Insurance 
Healthcare Cash Plan 
Employee discounts and salary sacrifice benefits 
Referral bonus scheme 
Discretionary performance bonus 
Full financial support and study leave for professional qualifications 
Genuine opportunities for long-term career development  If you're looking to join a progressive financial planning firm where technical excellence is recognised and rewarded, we'd love to hear from you.
 
 Apply today for a confidential discussion

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Looking for your next career move? Join a top company hiring Paraplanner job near me in L2 3SW! This is your chance to work on exciting projects, grow professionally, and enjoy a rewarding career with competitive pay and excellent benefits. Whether you're an experienced professional or looking to take the next step, this role offers the perfect opportunity to enhance your skills and make an impact. Don’t miss out—apply today via Vita CV and take your career to the next level!