Paraplanner

Company : Confidential

Remote / Work from Home

Job Description - Paraplanner

Paraplanner – Independent IFA Firm
?? Ainsdale (1 Day WFH)
?? £40,000 DOE

Are you a skilled Paraplanner looking to join a firm that genuinely values people, relationships, and trust?

A well-established Independent Financial Advice firm based in Ainsdale, known for delivering tailored financial advice with a personal touch. As part of their growth, they’re looking to welcome an experienced Paraplanner to the close-knit team.

Responsabilities:

Supporting Financial Advisers in delivering high-quality advice and client service
Preparing and writing detailed financial planning reports
Conducting research and analysis across pensions, investments, and protection
Ensuring compliance with FCA regulations and internal standards
Playing an active role in maintaining our trusted client relationships

Requirements:

Level 4 Diploma in Financial Planning (or equivalent), OR
2–3 years’ experience in a paraplanning role within an IFA environment
Strong technical knowledge and attention to detail
A proactive attitude and team-player mindset
A passion for helping clients achieve their financial goals

Benefits:

Up to £40,000 salary depending on experience
Flexibility with 1 day a week working from home
The opportunity to be part of a supportive and values-driven team
A chance to grow within a firm that puts people first – clients and colleagues

If you're ready to make a meaningful impact and be part of something more personal than corporate, we'd love to hear from you.
?? Apply now!

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Paraplanner

Job Description - Paraplanner

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