Paraplanner

An opportunity has arisen for a Paraplanner to join a well-established financial services firm offering independent advice with a strong focus on investment, retirement, and estate planning services.

As a Paraplanner, you will be supporting financial advisers through technical research and preparation of suitability reports. This is a 12-month fixed-term contract position, with the possibility of extension, offering a salary range of £38,000 to £46,000 plus bonus and benefits.

For trainee candidates, the shift will be working 4 days a week and Friday for studying.

What we are looking for:

• Previously worked as a Paraplanner, Financial Planning Administrator, IFA Administrator, Financial Services Administrator or in a similar role.
• Possess 1 year of paraplanning experience
• Experience of 2 years within the financial advice sector, ideally within an independent advisory setting
• Strong understanding of paraplanning processes and financial planning concepts
• Familiarity in using research systems such as Defaqto Engage, Selectapension, and Iress Xplan
• Level 4 Diploma in Financial Planning (CII) or actively working towards completion
• Experience liaising with product providers and platforms to gather necessary data

What’s on offer:

• Competitive salary
• Annual discretionary bonus
• Company pension scheme
• Potential for the contract to become permanent based on performance

This is a fantastic opportunity to advance your career in financial services with a respected firm in the heart of London.

Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us.

Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.