About this role
Location: Armitage, Staffordshire (Hybrid)
Salary: Dependent upon experience and qualifications - to around £50K, potentially higher for right person
An excellent opportunity has arisen with a well-established independent Financial Planning firm for an experienced Paraplanner looking to work with genuinely high-quality clients and technically interesting financial planning cases.
The business advises High Net Worth and Ultra High Net Worth clients including business owners, entrepreneurs, senior executives and multi-generational families, with client portfolios often ranging from £1 million to £10 million+.
This is not a role where you'll simply produce straightforward reports day after day. The advice is holistic, often involving complex retirement planning, tax planning, estate planning and investment strategies, making it an excellent opportunity for someone who enjoys the technical side of Financial Planning.
The Role
Working alongside a team of experienced Financial Planners, you'll provide technical support throughout the advice process, including:
- Technical research
- Preparing suitability reports
- Cashflow modelling
- Pension, investment and protection analysis
- Supporting complex planning cases
- Working closely with Advisers to develop bespoke client recommendations
About You
The company is ideally looking for someone who
- Has previous Paraplanning experience within Financial Planning
- Holds the Level 4 Diploma in Regulated Financial Planning
- Has strong technical knowledge across pensions, investments and protection
- Enjoys working on more complex financial planning cases
Candidates who have progressed to Level 6 or Chartered status are also encouraged to apply, with higher salaries available to reflect additional qualifications and experience.
Hybrid Working
The role is based near Lichfield, with a minimum of two days per week in the office and the remainder working from home.
If you're looking for a role where you'll continue developing your technical knowledge whilst working with high-quality clients and experienced advisers, I'd be delighted to tell you more.