Paraplanners play a vital role in delivering thoughtful, high-quality financial advice that genuinely makes a difference to the lives of our clients
Job Summary
Paraplanners play a vital role in delivering thoughtful, high-quality financial advice that genuinely makes a difference to the lives of our clients.
You’ll provide comprehensive paraplanning support, working closely with Financial Planners to understand client needs and translate them into clear, compliant, and well-structured advice.
We offer a comprehensive remuneration package, which we review regularly, and benefits include a company pension, private medical insurance, life assurance, and income protection.
Matching Summary
Paraplanners play a vital role in delivering thoughtful, high-quality financial advice that genuinely makes a difference to the lives of our clients.
Skills & Requirements
Must-have
Financial Planning firm experience
Client centric approach
Advice process understanding
Risk and governance frameworks
MS Office Systems proficiency
Xplan or similar business systems
Nice-to-have
DFM processes experience
Collaborative environment
Client-first culture
Teamwork and high standards
Key Requirements
CII Diploma in Regulated Financial Advice (Level 4) or equivalent