Job Advert: Paraplanner
Location: Gerrards Cross Hybrid
Salary: £35,000 (Dependent on Experience)
Are you a Junior Paraplanner or Senior IFA Administrator looking to take the next step in your career? This is your chance to join a supportive, culture-centric business with a family feel, where your development is a priority. We are looking for a dedicated Paraplanner to join our team in Gerrards Cross. This opportunity has arisen due to the progression of one of our paraplanners into an adviser role, showcasing our commitment to career progression and development.
About the Role: As a Paraplanner, you will be an integral part of our financial planning team, providing high-quality support to our advisers. You will be responsible for preparing detailed client reports, conducting thorough research, and assisting in the formulation of tailored financial advice. This role offers a pathway for growth and progression, with plenty of support to help you achieve your career aspirations.
Key Responsibilities:
- Preparing and maintaining client files, ensuring accuracy and compliance.
- Conducting in-depth research and analysis of financial products, investments, and planning tools.
- Producing comprehensive suitability reports for client presentations.
- Collaborating closely with advisers to deliver personalised, compliant financial advice.
- Assisting with cash flow modeling and investment report preparation.
- Keeping up-to-date with industry regulations and ensuring advice meets the latest standards.
What We're Looking For:
- Experience as a Junior Paraplanner or Senior IFA Administrator.
- Excellent communication and interpersonal skills.
- Strong analytical skills with a keen attention to detail.
- Proficiency in financial planning software and tools.
- A proactive, positive attitude with a willingness to learn and develop.
- Relevant financial planning qualifications (e.g., Diploma in Regulated Financial Planning) or working towards them is advantageous but not essential.
What We Offer:
- Competitive salary of £35,000 (dependent on experience).
- Clear career progression pathways, including opportunities to advance into adviser roles.
- A supportive, family-oriented company culture that values your contributions.
- Comprehensive benefits package.
- Ongoing training and professional development opportunities.
Join a company that truly invests in its people and offers a nurturing environment to grow your career. If you're ready to make your next move, we'd love to hear from you!