Paraplanner

About the Role

An expanding and innovative Chartered Financial Planning firm based in Bath is seeking an experienced Paraplanner to enhance its growing team. This permanent position offers a competitive salary and excellent benefits within a company committed to investing in its employees, technology, and long-term growth.

Key Responsibilities

Collaborate closely with seasoned Financial Planners by preparing detailed technical reports, performing thorough research, and contributing to delivering outstanding client results. Whether aiming to continue as a dedicated Paraplanner or aspiring to advance towards an Adviser position, the firm supports meaningful career development.

Candidate Requirements

• Possession of a Diploma Level 4 qualification or nearing completion of it
• Prior experience working as a Paraplanner within Financial Planning
• Strong technical expertise with a proven ability to write comprehensive reports
• Exceptional attention to detail combined with effective communication skills
• A cooperative team player committed to achieving excellent client outcomes

Benefits and Opportunities

• Salary range from £48,000 to £55,000 annually, based on experience
• Hybrid working arrangement: three days in the office and two days remote
• Full support for Chartered status qualifications, including paid study leave and coverage of exam fees
• Clearly defined pathways for career advancement
• A nurturing and collaborative work culture with significant investment in employee growth
• Opportunity to grow professionally within an expanding firm with long-term prospects