Elevate Your Career as a Paraplanner at a Leading IFA Firm!
We are seeking an experienced, high-calibre Paraplanner to join our clients dynamic team in St Albans. If you thrive in a supportive, forward-thinking environment and want to help our Financial Advisers deliver first-class service to clients, this is the role for you!
Why Join Our Firm?
- Mission-Driven: We aim to improve our clients' relationships with their wealth, making it a source of positivity and security.
- Award-Winning Culture: We're proud of our collaborative, fun, and growth-focused work environment. You'll find meaning in what you do and opportunities to advance your career.
- Hybrid Working: Enjoy the flexibility of working from home for part of the week, with only two days required in the office. We're open to discussions about alternative working patterns too!
What's On Offer?
- Salary: £35,000 - £45,000 DOE
- Generous Benefits: 28 days' holiday + bank holidays, pension, life assurance, income protection, and access to our flexible benefits platform.
- Client Focus: You'll support High-Net-Worth clients and professional connections, delivering tailored solutions and expert advice.
Key Responsibilities
- Analyse client information, run tax calculations, and research investment options.
- Write comprehensive suitability reports and create cashflow models for varied cases.
- Collaborate with advisers to construct client solutions and attend client meetings as needed.
- Support colleagues with technical queries and mentor junior team members.
What You Bring
- CII Level 4 Diploma (minimum), ideally working towards Chartered status.
- Minimum 3 years' experience in paraplanning, with excellent technical knowledge.
- Strong IT skills (experience with Curo, FE Analytics, and Voyant is a plus).
- Exceptional communication and organisational skills, with an eye for detail.
If you're a problem-solver passionate about financial planning and ready to make a real difference, apply today and join a firm where you can truly grow! We can't wait to hear from you.