Job Description
A highly regarded, privately owned Independent Financial Planning & Investment Management organisation is seeking an experienced Paraplanner to join their team. With offices across the South West and London, this well-established and reputable company has experienced steady growth over recent years. The Role: Due to increased business demand, they are looking for a Paraplanner to provide full technical support to Chartered Financial Planners and Financial Planners. This role will focus on delivering comprehensive technical assistance, allowing advisors to focus on client-facing activities. Requirements: You must hold a Diploma in Regulated Financial Planning (CII Level 4) as a minimum. Progress towards Chartered status, or any additional qualifications, would be highly advantageous. What’s on Offer: Our client takes pride in their low staff turnover, which is attributed to exceptional on-the-job training, a supportive working environment, and extensive opportunities for career progression. Whether you're looking to advance into advisory or management roles, or prefer to develop further as a Paraplanner, the business offers a clear, structured progression path. The company provides a highly competitive package, including: Basic salary up to £45,000 (dependent on experience) Discretionary bonus Pension scheme Private medical insurance (PMI) Generous holiday entitlement Group income protection Health cash plans Life cover And more Work-Life Balance: Recognising the importance of flexibility, the company offers a hybrid working model, with 2 days in the office and 3 days working from home. Why Join? This is a fantastic opportunity to become part of a leading financial planning firm that truly values its employees. You'll be joining a dynamic, forward-thinking organisation where your contribution will be recognised and valued. If you're looking for a role where you can make a real impact in a collaborative, growth-focused environment, we’d love to hear from you.
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A highly regarded, privately owned Independent Financial Planning & Investment Management organisation is seeking an experienced Paraplanner to join their team. With offices across the South West and London, this well-established and reputable company has experienced steady growth over recent years. The Role: Due to increased business demand, they are looking for a Paraplanner to provide full technical support to Chartered Financial Planners and Financial Planners. This role will focus on delivering comprehensive technical assistance, allowing advisors to focus on client-facing activities. Requirements: You must hold a Diploma in Regulated Financial Planning (CII Level 4) as a minimum. Progress towards Chartered status, or any additional qualifications, would be highly advantageous. What’s on Offer: Our client takes pride in their low staff turnover, which is attributed to exceptional on-the-job training, a supportive working environment, and extensive opportunities for career progression. Whether you're looking to advance into advisory or management roles, or prefer to develop further as a Paraplanner, the business offers a clear, structured progression path. The company provides a highly competitive package, including: Basic salary up to £45,000 (dependent on experience) Discretionary bonus Pension scheme Private medical insurance (PMI) Generous holiday entitlement Group income protection Health cash plans Life cover And more Work-Life Balance: Recognising the importance of flexibility, the company offers a hybrid working model, with 2 days in the office and 3 days working from home. Why Join? This is a fantastic opportunity to become part of a leading financial planning firm that truly values its employees. You'll be joining a dynamic, forward-thinking organisation where your contribution will be recognised and valued. If you're looking for a role where you can make a real impact in a collaborative, growth-focused environment, we’d love to hear from you.
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