Paraplanner

Paraplanner
Weston-super-Mare (Other locations in the South West available)
Hybrid working
Salary up to £50k

This role is best suited for paraplanners or those aspiring to become paraplanners. Whether you’re part-qualified or looking to grow into the role, this opportunity provides support to help you reach your professional goals. If you’re looking for a role that offers career progression, a supportive team, and the chance to develop your skills, then this could be the perfect fit.

The Business

Our client is a well-established, community-based financial planning practice with offices across the Southwest. The company employs over 300 staff in total, with 17 people dedicated to financial planning. The business is expanding and is committed to providing excellent client outcomes through a collaborative approach. This growing financial planning team offers an excellent environment for professional development, with opportunities to work closely with experienced advisers and gain further qualifications.

The Role

In this role, you will be providing technical support to the financial planning team. Your responsibilities will include producing suitability reports, researching investment and pension products, assisting with client reviews, and ensuring the smooth processing of all financial planning documentation. You will be working closely with a dynamic team of advisers, paraplanners, and administrators. Your day-to-day tasks will vary, offering a great mix of client-facing interactions, technical work, and team collaboration.

Benefits

• Salary up to £50k
• Hybrid working
• Support for professional qualification progression (Level 4 Diploma)
• 25 days holiday + Bank Holidays
• Employer pension contributions
• Death in Service
• Employee health & rewards scheme
• Private medical insurance
• Enhanced Maternity and Paternity

How to Apply

To apply, please submit your CV via the "Apply Now" button. The interview process will consist of an initial conversation with the recruitment team, followed by a two-stage interview process with the operations manager and a senior member of the financial planning team.