Paraplanner

Are you ready to enhance your career with one of the UK's top independent financial advisory and wealth management firms? If you are an experienced Paraplanner ready for the next move, a leading IFA firm is expanding their Research team in Barnstaple and providing flexible hybrid working options.  You will join a team of experienced Paraplanners who are working on a range of cases conducting full research and producing bespoke reports. 

The Responsibilities of a Paraplanner:

Crafting bespoke investment reports that hit all the right notes for our clients

Producing, when required, tax and other complex calculations

Preparing complex financial planning reports

Researching and reviewing, where necessary, new and existing legislation and technical/product information to aid in the role that is performed.

Participating in and delivering comprehensive financial research

Preparing and interpreting complex plan information with a view to completing transfer analysis

To be Considered:

A Diploma in Financial Planning

Knowledge, passion, and experience in personal financial planning and research

Experience in an IFA environment, with killer communication skills

Why You'll Love Working for this IFA firm:

Training and qualifications to amplify your skills and knowledge

Contributory pension scheme

A competitive salary and an annual discretionary bonus

Health benefit scheme – including digital gym subscriptions, dental and optional treatments and alternative therapies

Flexibility and a generous holiday allowance, with options to buy and sell

Enhanced parental leave to support growing families

Loyalty bonuses and extra time off, based on your dedication

An employee referral bonus scheme to keep the good vibes going

Social events that bring the team together

If you are an experienced Paraplanner looking to join a supportive environment that can provide some amazing benefit then please apply today to learn more