About the Role:

You will be joining a B-Corp certified Independent Financial Adviser firm holding Chartered Financial Planner and CISI Accredited Firm status. Based in a close-knit and collaborative environment, our team supports the financial planning needs of around 300 client families, building long-term trusted relationships.

As a Paraplanner, you will play a key role in supporting our advisers by delivering high-quality technical work and ensuring client records are complete, accurate, and well maintained. We take pride in the care, attention to detail, and exceptional service we provide to every client.

This is an excellent opportunity for a highly competent and qualified Paraplanner with strong technical ability and great interpersonal skills to become a valued part of our team. You will have the opportunity to develop your role around your strengths and contribute meaningfully to our continued growth and success.

We are a family-oriented business with a supportive, friendly culture where people are genuinely valued and given the opportunity to thrive.

What We’re Looking For:

• Minimum Diploma Level (Level 4) qualified, preferably Advanced Diploma (Level 6)
• Opportunity to take further exams/training with an expectation to advance towards Level 7 (Certified Financial Planner)
• Strong knowledge of all investment, life and pension products, legislation and compliance
• Excellent analytical skills
• Excellent administrative, research, report writing and communication skills
• We will consider applicants that are part way through their training or recently qualified

Job Description:

• Working as part of a small team of Paraplanners in supporting the Financial Planners and Client Relationship Managers
• Analysis of client’s circumstances and requirements to develop financial plans using Voyant and Timeline cash flow modelling tools
• Completing suitability reports
• Participating in the Investment Committee and working with external third parties for delivery of our investment strategies and due diligence processes
• Research, analysis and compiling documentation for Financial Planners and compliance
• Assisting in client meetings
• Maintain the workflow alongside the Team to provide a timely and accurate service to clients and Financial Planners
• Maintaining and developing our back-office systems (Intelligent Office), managing workflows and assisting in the processing of business
• Provide an efficient, friendly and professional point of contact for clients and enquiries by phone, email and in person

Successful candidates will be offered:

• Competitive salary plus discretionary bonus
• 20 days holiday (plus bank holidays) in addition the company is closed between Christmas Eve and New Year and these days are awarded as additional days holiday, plus a day off for your birthday
• A full pension package
• Discretionary Hybrid working WFH and Office

Benefits:

• Company pension
• Cycle to work scheme
• Free parking
• Health & wellbeing programme
• Professional Development Budget
• On-site parking
• Private medical insurance
• Sabbatical for every five years of continuous service