- Experience
- Any
- Salary
- GBP 40,000 – GBP 50,000 / year
- Openings
- 1
- Posted
- 3 days ago
Where you'll work
Job description
About the Role
A prominent wealth management firm, dedicated to providing comprehensive financial planning that extends beyond mere numerical analysis, is seeking a skilled Paraplanner for their Bath office. This firm emphasizes understanding clients' unique goals, values, and life circumstances to develop bespoke, actionable strategies that foster long-term financial well-being. As a Paraplanner, you will be instrumental in supporting financial advisers, leveraging your technical acumen to conduct research, generate detailed recommendation reports, and ensure all client solutions adhere to regulatory compliance and align with client objectives.
Responsibilities
- Prepare thorough research for financial advisers.
- Draft detailed and accurate recommendation reports for clients.
- Ensure all client financial solutions are compliant with regulations.
- Verify that client solutions align with their long-term financial objectives.
- Support financial advisers in delivering exceptional financial planning services.
Requirements
- Possession of a Level 4 Diploma qualification or actively pursuing one (CISI/CII/LIBF).
- Demonstrated experience as a Paraplanner within an advisory or wealth management setting.
- A robust understanding of various financial products.
- Exceptional analytical, organizational, and written communication capabilities.
- Proficiency in financial planning software and CRM systems, with a specific mention of IO, though training is available.
Perks
- Competitive salary ranging from £40,000 to £50,000 per annum.
- Flexible working hours, with part-time applicants encouraged.
- Hybrid working arrangement offering a blend of office and remote work.
- Company pension contribution.
- Private Medical Insurance (PMI).
- Death in Service (DIS) benefit.
- A supportive and collaborative work environment that fosters professional growth and development.
- Potential for career advancement into national roles as the company expands.
Additional Information
This is a permanent, full-time position based in Bath, Somerset. The standard working hours are 9 am to 5 pm. The company offers a supportive team culture and opportunities for professional development. If this role isn't a perfect match, the firm handles various positions within the financial planning sector and encourages direct CV submissions or confidential discussions. A referral reward of £200 is offered for successful candidate referrals.