Paraplanner

Paraplanner
Competitive salary dependent on experience / qualifications 
Boston, UK

Compensation and Benefits:

• Enhanced Pension: Employer contribution of 5%
• 20 days of holiday, increasing to 25 after 3 years
• Full study/exam support: CII fees covered, exam days off
• On-site parking

A dynamic financial advisory firm in Boston is actively expanding its support team. They are now seeking an additional Paraplanner to join the growing support and technical team.

Key Information:.

• Career Progression: Offers a unique opportunity for career progression through the networks Academy, leading to the potential transition to a self-employed adviser role. Initial employment will be as a paraplanner.
• Work Environment: We foster a warm, friendly-team environment with frequent team meetings and enjoyable outings, including days at the races. Our team boasts longevity, with many staff members having dedicated 10+ years.

Key Responsibilities:

• Work closely with financial advisors to understand client needs and tailor financial plans accordingly.
• Conduct thorough analysis of clients' financial situations, including income, expenses, assets, and liabilities.
• Utilise financial planning software to model various scenarios and assess the impact on clients' financial goals.
• Produce tailored, bespoke financial planning reports for new business cases, annual reviews, withdrawals, and ad-hoc client needs.

What next?
If you are a dedicated and motivated individual looking for a challenging yet rewarding role within a supportive team, we welcome you to apply. 

If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client.  In this discussion, we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.

Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.
Synonyms: IFA, Financial Planning, Wealth Management, Financial Adviser, Financial Advisor, Wealth Manager, Financial Consultant, CISI, CII, level 4 diploma, Independent Financial Advice, Financial Advisory, Financial Planning Analyst, Technical Support, Report Writer, Para-planner, Para planner, Adviser Support