Job Title

Are you an experienced Paraplanner looking for a role where you can truly make an impact? Our client, a highly regarded boutique independent financial advisory firm, is seeking a dedicated Paraplanner to join their close-knit and friendly team.The following information aims to provide potential candidates with a better understanding of the requirements for this role.The opportunity:This is a unique chance to work closely with the firms two Managing Partners, playing an integral role in the advice process from day one. You will have direct client exposure and the opportunity to be a key part of the business.What youll be doing:Providing comprehensive technical support to the Managing Partners.Preparing detailed research, suitability reports, and financial planning recommendations.Engaging with clients regularly, ensuring they receive a highly personal and tailored service.Collaborating with an in-house administrator, allowing you to focus on the technical aspects of financial planning.Why join?Boutique, independent firm - work in a tight-knit team where your contributions matter.Direct involvement in client advice - build strong client relationships from the start.Supportive environment - work closely with experienced Directors and be part of strategic decision-making.Career growth - an opportunity to develop within an established, high-quality firm.Competitive basic salary, bonus and good company benefitsHybrid working after probation period - 3 days in the office & 2 from home or vice versa.What were looking for:Level 4 Diploma qualified (or working towards).Experience as a Paraplanner in an IFA/Wealth Management environment.Strong technical knowledge across pensions, investments, and tax planning.A proactive and collaborative approach, with excellent communication skills.This is a great opportunity to join a professional practice where you will be an integral part of the business and client journey.Remote working/work at home options are available for this role.