Senior Paraplanning Professional

2 weeks ago


Carlisle, Cumbria, United Kingdom Fram Executive Search Full time

We are seeking a skilled Paraplanning professional to join our client's Financial Planning team. The ideal candidate will have a strong background in IFA administration or paraplanning, with a proven track record of delivering high-quality support to Financial Planners.

Main Responsibilities
  • Research and consolidate information into well-written reports
  • Handle multiple client queries and manage tasks for Financial Planners
  • Provide administrative support and training to junior team members

The successful candidate will have excellent customer service and communication skills, with a good knowledge of Word, Excel, and Outlook. A Level 4 Certificate in Paraplanning and/or Diploma in Regulated Financial Planning Qualification with the CII would be highly desirable.

What We Offer
  • A collaborative and rewarding work environment
  • Opportunities for professional development and growth
  • Competitive salary and benefits package

Our client is an independent financial planning firm committed to providing excellent customer service and contributing to the community. If you are a motivated and experienced Paraplanning professional looking for a new challenge, we encourage you to apply.



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