Paraplanner
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Job Summary
Use your paraplanning expertise to support our Financial Planners turning complex financial information into clear accurate recommendations that help us deliver a high-quality service to our clients.
- Join our Financial Planning Support Team in a key paraplanning role
- Work closely with Financial Planners providing technical and research support
- Help develop suitable compliant recommendations that support positive client outcomes
- Build your expertise while continuing your professional development in wealth management
- Prepare suitability and review reports and summaries of recommendations
- Provide technical and research support to Financial Planners
- Review recommendations against company standards raising questions where appropriate
- Prepare application forms and financial planning documentation
- Maintain accurate client information and records within Intelliflo
- Work with support and compliance colleagues to progress client cases
- CII Level 4 Diploma qualified
- Previous paraplanning experience within wealth management or financial planning
- Experience using CRM systems and financial planning software
- Knowledge of Intelliflo Planning CashCalc and FE Analytics
- Strong analytical skills with excellent attention to detail
- Good organisation communication and time management skills
- A commitment to ongoing learning and professional development
Azets Wealth Management is one of the UKs leading independent financial advisory businesses delivering bespoke financial planning to individuals families and businesses across the UK.
With over 1 billion in assets under management and a client satisfaction rating of 4.8 out of 5 we provide whole-of-market advice spanning pensions investments estate planning and protection.
As part of Azets our advisers work alongside experts in tax accounting and business advisory giving clients truly joined-up financial planning while offering our people access to an extensive professional network.
- Join one of the UKs leading independent financial planning businesses
- Build lasting client relationships through holistic whole-of-market advice
- Work alongside chartered advisers and multidisciplinary specialists across Azets
- Be part of a collaborative culture focused on integrity development and exceptional client outcomes
- Grow your career within a national business that combines local relationships with extensive technical expertise
Designed to support you personally and professionally. Explore how we invest in your health happiness and future.
Maternity Paternity Shared Parental and Adoption leave; Fertility treatment support; Birthday day off; Holiday buy/sell; Flexible working policy.
EAP 24/7 GP Access Private Medical Dental Health Assessments Cash Plans Life Assurance.
Hybrid working EV scheme tech & home purchase options travel insurance employee discounts platform and flexible benefits via FlexHub.
Dedicated career pathways mentoring learning programmes and development opportunities to advance your expertise and leadership potential.
FlexHub: Personalise your benefits package to match what matters most to you from health plans to lifestyle perks tailored to your needs.
At Azets our purpose is to improve the lives of our clients colleagues and communities in a sustainable way.
A people-powered business across the UK.
Locally embedded with national strength.
Recognised as a leading accountancy firm.
With a local touch in every community.
Curious about life at Azets Meet our people.
We are proud to be a Mindful Employer and Disability Confident Employer. Creating an inclusive workplace isnt just a statement its something we live every day.
At Azets we value diverse backgrounds perspectives and experiences. Even if your experience doesnt tick every box wed still love to hear from you you might be a great fit for another opportunity.
