Paraplanner - 2 days from home and flexible working hours - Cranleigh Personnel : Job Details

Job Title: Paraplanner

Location: Stansted Mountfitchet - With Monday and Fridays from home

Salary: £40,000 - £50000 DOE

About the Opportunity

We’re working on behalf of a highly respected, whole-of-market financial planning firm to recruit a Paraplanner. This is a fantastic opportunity for someone who is passionate about Building technical knowledge as well as enjoying client care aspects and wants to work in a business that truly values a holistic and personalised service.

Anyone who is keen to develop into an Adviser down the line, there is also growth and development into this role if desired.

Our client is a boutique company of 22 and known for delivering holistic financial advice and for cultivating long-term relationships with their clients. The Paraplanner will play a key role in supporting this, working closely with a lead adviser alongside an administrator and client manager, to ensure the delivery of a first-class experience across every stage of the client journey.

The Role

You’ll be involved in all aspects of the technical paraplanning role, including cash flow forecasting, research and bespoke reports. You’ll also attend client meetings alongside the adviser, working closely alongside the client relationship managers, ensuring actions are tracked and clients feel fully supported.

This is a perfect position for someone who enjoys technical aspects of paraplanning, aspects of client engagement and a collaborative relationship with an adviser. Full Administration support is provided by a dedicated team.

The Ideal Candidate:

• Previous experience of working in a financial planning environment is essential
• Previous experience of working as a paraplanner to support advisers is desirable - technical administrators also considered.
• Diploma in Financial Planning (CII or equivalent) is preferred.
• A strong interest in building client relationships and being involved in their financial journey.
• Excellent organisational skills and attention to detail.
• A team player who enjoys working collaboratively and contributing to a high-quality advice process.

Benefits Include:

• Critical illness, DIS and Private Medical, as well as 5% pension and 25 days holiday.
• Full exam support through to Chartered.
• Hybrid working with 2 days a week from home.