Paraplanner

An exciting opportunity has arisen for a Paraplanner to join a well-established accountancy firm offering a comprehensive range of services including accounting, tax, audit, payroll, and financial planning.

As a Paraplanner, you will support financial planners by preparing reports, researching solutions, and contributing to client-focused strategies.

This role offers salary range of £40,000 - £50,000 and flexible working options.



You Will Be Responsible For:

? Collaborating with financial planners to conduct detailed research.
? Producing accurate financial reports, including cashflow planning and tailored recommendations.
? Researching financial products and market trends to support planning advice.
? Utilising planning software to manage tasks and produce recommendations.
? Ensuring adherence to regulatory standards and compliance requirements.
? Assisting in client meetings with relevant insights and solutions.


What We Are Looking For:

? Previously worked as a Paraplanner within the financial services sector.
? Strong knowledge of financial planning software and regulatory frameworks.
? Exceptional analytical skills and attention to detail.
? Ability to contribute effectively within a team environment.
? Relevant qualifications, such as Diploma or Advanced Diploma in Financial Planning, are desirable.


What's On Offer:

? Competitive Salary
? Collaborative and supportive working environment.
? Opportunities for professional development and career progression.
? Flexible and hybrid working options.
? 25 days annual leave plus bank holidays.
? Access to health and wellbeing schemes
? Including Employee Assistance Programmes.
? Pension scheme with employer contributions.
? Staff rewards
? Commission schemes.


This is a fantastic opportunity to advance your career in financial services while making a meaningful impact on clients' financial futures.

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