Paraplanner

Job Title: Paraplanner / Junior Adviser
Location: Ipswich, UK (Office-based 2-4 days per week)
Salary: £35,000 - £50,000 plus bonus, pension contributions, and life cover

We are a well-established financial planning firm with a dynamic team managing approximately £70 million in assets under management (AUM). Our focus is on financial planning, pensions, investments, and inheritance tax, catering to a diverse client base with AUM ranging from £100k to £6m. As we prepare to launch a new website and embark on marketing initiatives, we are seeking a motivated individual to join our team and contribute to the growth and success of our business.

We are looking for a Paraplanner or Junior Adviser to join us in a key role. The successful candidate will either be a qualified Paraplanner (DipPFS) with aspirations to progress to chartered status, or a junior professional looking to transition into a paraplanning role with the potential to advance to a senior advisory position over time.

Key Responsibilities:

1. Conduct paraplanning activities, ensuring accuracy and efficiency.
2. Handle client relationships and consider attaining CAS status for occasional client reviews.
3. Assist in lead generation and contribute to team-based initiatives.
4. Stay informed about market trends, economic conditions, and investment strategies.
5. Collaborate with the team to maintain a high level of service and profitability.

Requirements:

1. Diploma in Financial Planning (DipPFS) or equivalent.
2. Strong drive and motivation to progress in the financial planning profession.
3. Demonstrable education background, preferably to degree level.

Additional Information:

• Full training and support will be provided.
• The role offers a competitive salary, bonus structure, pension contributions, and life cover.
• The successful candidate will have the opportunity for career advancement and growth within the company.

What next?
If you are a dedicated Paraplanner seeking a challenging and rewarding full-time role with a competitive salary and comprehensive benefits package, we encourage 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