Paraplanner

This is an exciting opportunity to work for a genuinely progressive and forward thinking business that strongly believes in looking after its people who will then look after its clients.

As a result of continued growth they are now looking to employ a further Paraplanner to support a team of Advisers.

Salary and Benefits

£42,000 - £45,000 salary (depending on experience)

38 days holiday inclusive of bank holidays

Hybrid working flexibility

Discretionary bonus scheme

5% matched pension contribution

Private medical cover

Ongoing support with development and qualifications

A career path with real progression opportunities

Free parking

A genuinely supportive team environment

The Role

You will work closely with a team of Advisers Advisers to help deliver high-quality financial planning and outstanding client outcomes.

This will include:

Preparing suitability reports and financial plans

Technical research across pensions, investments and protection

Supporting advisers with planning strategies

Working on inheritance tax planning cases including Trusts and Business Property Relief (BPR)

Supporting recommendations involving EIS and VCT planning

Helping improve processes and efficiencies as we continue to grow

Collaborating with a close-knit and ambitious team.

The Person

You will be working for a business that has spent the last 6 years building a financial planning business that genuinely puts people first - not just clients, but the team too.

Looking for people who want to enjoy their careers, enjoy their lives outside of work and feel part of something they genuinely care about building.

Working for a firm that believe in looking after its people properly, and will naturally look after clients in exactly the same way.

What is Required:

Level 4 Diploma qualified (minimum)

Strong paraplanning experience within financial planning

Excellent technical knowledge

Experience or exposure to inheritance tax planning, Trusts, BPR, EIS and VCTs beneficial

Organised, proactive and detail-focused

Someone who values culture, teamwork and long-term career growth.