Paraplanner Role

19 hours ago


Horsforth, Leeds, United Kingdom Bartlett Group Full time
Wealth Management Career Opportunity

Bartlett Group, a renowned insurance broker and financial adviser, is looking for an experienced Paraplanner to join its team. As a Paraplanner, you will play a vital role in providing high-quality financial plans and independent advice to a diverse range of clients.

Key Duties:
  • Prepare comprehensive and compliant recommendation reports using standardised templates and free text.
  • Collaborate with Advisers to get the best outcome for clients.
  • Carry out whole-of-market research for non-CIP products and solutions.
  • Liaise closely with Compliance, external technical support, provider contacts, etc.

This role requires an individual with strong analytical skills, excellent communication abilities, and a professional approach to client service.

Essential Skills and Qualifications:
  • Diploma qualified (any targets to progress beyond this will be fully supported by the company).
  • Strong literacy and numerical abilities are critical.
  • A professional, driven, client-centric approach.
  • Previous Paraplanning experience within an independent firm.
  • In-depth knowledge of pensions, investments, and protection within both private and corporate client wealth management advice.

Estimated Salary: £42,000 - £58,000 per annum, dependent on experience.



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