Paraplanner

RecruitME; Stamford; Hybrid; GBP 30,000 - 50,000

Job description

We have a fantastic Paraplanner opportunity to join a successful and ambitious EOT wealth management firm based in the idyllic Roman and Medieval town of Stamford.

They are a reputable financial practice with a successful history providing fully independent financial advice to clients and have a growing client base.

Due to current expansion and planned growth, they have a requirement for additional Paraplanners to support a large team of professional advisors.

This role also offers a hybrid work option after a qualifying period.

Paraplanners play a key role in providing an efficient and effective support service to the Independent Financial Advisers.

As a Paraplanner, you will have experience of Financial Advice platforms and associated software, report writing and an understanding of FCA regulations, financial solutions, and their practical application within an IFA environment.

You will need to have a Level 4 Diploma (or working towards) and have at least 2 years’ experience in the financial services industry.

We would also consider someone with limited Paraplanning experience, who is part-qualified, looking to take their next step into a full Paraplanning role. Ideally RO1, RO2 and RO3 accredited.

To support you in your professional development the company will also work with you to continue your studies toward industry recognised qualifications.

As well as a competitive salary they also offer several excellent benefits including:

• Company pension scheme
• Sickness policy (once probation period completed)
• 20 days holidays plus Bank Holidays + 3 at Christmas
• The week off between Christmas and New Year is given gratis
• Hybrid working (once probation period completed)
• Parking permit (if working in the office 5 days a week)
• Death in service benefit

The successful applicant will have a working knowledge of Microsoft Office programs. You will need to be flexible, self-motivated and be able to work as part of a team.

The hours of work are 9am-5pm Monday to Friday.

Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Finance

Industries

Investment Management, Investment Advice, and Financial Services