Paraplanning Professional

Location: Hybrid (1 day a week in the office)

Salary: Up to £45,000 basic + 10% bonus + excellent benefits package

We are proud to represent one of the UK's largest and most respected Wealth Management organisations, renowned for its success, innovation, and commitment to excellence. This industry-leading firm is seeking a highly skilled Paraplanning Professional to join their dynamic team, providing full, end-to-end technical support to a group of top-performing financial planners.

Key Responsibilities:

• Deliver full, end-to-end paraplanning support, including detailed technical analysis, research, and preparation of client reports.
• Assist financial planners with the development of client-specific financial strategies, ensuring compliance with regulations.
• Support the financial planners in achieving successful client outcomes through robust financial planning.

Benefits:

• Flexible working arrangement, allowing you to work from home for the majority of the week, with just one day required in the office (though you can attend more frequently if you prefer).
• Salary up to £45,000 with a 10% annual bonus.
• Outstanding benefits package, including pension, private healthcare, and more.
• First-class training to enhance your skills and support you in achieving further qualifications.
• Support to achieve Chartered status, with exam support and structured career development.

Requirements:

• Must hold Level 4 Diploma in Financial Planning (or equivalent).
• Proven experience in a paraplanning role within the financial services sector.
• Strong technical knowledge and ability to support financial planners with complex advice needs.