Paraplanner Opportunity | Multi-Office IFA Firm | Up to £45,000 | Flexible Work-from-Home Option
A leading and expanding IFA firm is seeking an experienced Paraplanner to join their Whitely office. This role offers the flexibility to work from home three days a week, providing a fantastic opportunity for those looking to balance a fulfilling career with flexible working arrangements.
Why Join This Firm?
- Hybrid working: A flexible work arrangement with 3 days remote and 2 days in the Whitely office.
- Competitive salary: Earn between £35,000 - £45,000, depending on experience, with a comprehensive benefits package including 28 days' holiday (plus bank holidays), life assurance, income protection, and pension.
- Professional growth: The firm is dedicated to supporting career development, offering opportunities to further qualifications and progress within the company.
- Inclusive team culture: Become part of a collaborative and fun team of over 230 professionals, where flexibility, work-life balance, and a positive environment are highly valued.
- Innovative approach: This firm manages over £4.5 billion in client assets and provides both financial planning and discretionary investment management.
Key Responsibilities:
As a Paraplanner, you will provide crucial technical support to financial advisers, ensuring excellent service for clients. Your responsibilities will include:
- Preparing suitability reports for a range of complex financial cases
- Conducting tax calculations and cash flow modelling for clients
- Analyzing client portfolios and existing investments
- Supporting advisers with technical queries and complex case solutions
- Reviewing peer work and contributing to the improvement of team processes
- Attending client meetings when required and assisting in training team members
Ideal Candidate:
- Minimum of 3 years' experience in a paraplanning role within an IFA or wealth management setting
- Diploma-qualified (CII Level 4) with strong technical expertise in financial products
- Proficient in IT tools such as FE Analytics, Voyant, and Curo
- Excellent communication skills and attention to detail
- A team player who thrives in a fast-paced, dynamic environment
Looking for Your Next Career Move?
This is an excellent opportunity for an experienced Paraplanner looking to join a forward-thinking, flexible, and supportive IFA firm in Whitely. If this sounds like the perfect role for you, apply today and take the next step in your career!