Paraplanner

Bagshot Surrey
40000 - 60000
Hybrid working 2 days per week in the office

A paraplanning role where youll genuinely be valued

Are you an experienced Diploma-qualified paraplanner looking for a role where your technical skills ideas and contribution will genuinely be appreciated

This role is with a highly respected and growing financial planning firm that puts both its clients and staff at the heart of everything it does. Youll be joining a close-knit professional team that believes in doing things properly supporting each other and maintaining a positive working culture.

The role

Youll work closely with experienced Financial Planners providing high-quality technical support across pensions investments and wider financial planning cases.

This is a varied and involved paraplanning role where youll be trusted as an important part of the advice process.

Your responsibilities will include:

• Research and report writing
• Pension and investment analysis
• Cashflow modelling support
• Preparing suitability reports and recommendations
• Technical case support for Financial Planners
• Reviewing existing client arrangements
• Assisting with complex financial planning cases
• Attending client meetings where appropriate
• Working closely with administration and advisory teams
• Diploma qualified
• Previous paraplanning experience within an IFA / financial planning environment
• Strong technical knowledge across pensions and investments
• Excellent report writing skills
• Strong attention to detail
• Professional and personable communication skills
• Someone who enjoys being part of a collaborative team

What were looking for

This is a company that genuinely values its staff and has created a supportive professional and friendly culture.

Youll be joining a highly qualified team with plenty of opportunity to continue developing technically and professionally.

Benefits include:

• Hybrid working
• Bonus scheme
• 25 days holiday plus bank holidays
• Pension
• Income protection
• Death in service benefits
• Supportive and collaborative team environment
• And more

Interested

If youre an experienced paraplanner looking for a long-term opportunity with a quality financial planning firm wed love to hear from you.

Recruitment Rebellion is acting as a recruitment partner for this vacancy. Please apply via the appropriate channels.