Paraplanner

Join Our Team as a Paraplanner

Are you an experienced Paraplanner seeking a dynamic role within a reputable financial services practice? We are seeking a dedicated Paraplanner to join our team on a permanent basis. This is an excellent opportunity to work in a flexible hybrid or fully remote environment, with competitive salary packages and a comprehensive benefits scheme. If you have a strong background in finance and a passion for delivering exceptional client care, we want to hear from you.

Job Title: Paraplanner

Salary: Up to £50,000 per annum, depending on experience

Employment Type: Permanent

Location: Hybrid working or remote

Candidate Responsibilities and Duties of the Paraplanner

As a Paraplanner, you will play a vital role in supporting the day-to-day operations of our financial planning team. Your responsibilities will include:

• Managing end-to-end business processes efficiently, ensuring compliance with practice and regulatory standards
• Liaising with Partners and Clients to gather required information and fill any knowledge gaps
• Collecting ceding scheme information from third-party providers
• Staying updated with template changes and advice notes to ensure consistent documentation
• Preparing Suitability Letters and comprehensive reports for clients
• Completing Drawdown Reviews for all clients to ensure optimal financial planning
• Building and maintaining effective relationships with business assurance and management teams
• Coordinating with Head Office and Admin centres for smooth operations
• Preparing accurate statistics and reports to support decision-making
• Establishing and maintaining Auto-Enrolment Schemes to meet client and regulatory requirements

Benefits of the Paraplanner Role

Joining as a Paraplanner offers numerous benefits, including:

• Salary: Up to £50,000 depending on experience
• Work Environment: Hybrid working or remote options
• Annual Leave: 24 days plus a birthday day off
• Festive & Discretionary Leave: Additional leave over the festive period ("Eves")
• Additional Leave: Extra days for 5+ and 10+ years of service
• Early Finish: Friday early finish every other week at 3:00 pm
• Pension: NEST Auto-enrolment with 3% employer and 5% employee contributions
• Death in Service Cover: 4x salary
• Growth Opportunities: Supportive environment with ongoing professional development

How to Apply

To become our next Paraplanner, please contact:

Consultant Name: Jane Smith
Email: jane.smith@staffingcompany.com
Phone: 01234 567890

We look forward to reviewing your application and welcoming you to our vibrant team!