Job Description

Job Summary:
We are seeking a meticulous Paraplanner to join our financial services team. The ideal candidate will provide crucial support in financial planning and analysis, demonstrating excellent organisational skills and proficiency in IT tools.

Duties:
- Assist in the preparation of financial plans and reports for clients
- Conduct research and analyse financial data to support advisors in making informed decisions
- Utilise IT tools such as Word and Excel to create and maintain financial documents
- Collaborate with advisors to ensure accurate and timely completion of tasks
- Maintain client records and ensure compliance with regulatory requirements
- Prepare detailed reports on financial products and investment opportunities

Requirements:
- Proven experience in an office environment, preferably within financial services
- Strong analytical skills to assess complex financial information
- Proficiency in IT tools, particularly Word and Excel
- Excellent time management skills to meet deadlines effectively
- Organisational skills to handle multiple tasks simultaneously
- Ability to write detailed reports accurately

Join our team as a Paraplanner and contribute to delivering exceptional financial services with precision and dedication.

Job Types: Full-time, Permanent

Pay: 30,000.00-40,000.00 per year

Benefits:

Company events Company pension Employee discount Financial planning services Free parking Gym membership On-site parking Private medical insurance
Application question(s):

Must have a Level 4 Diploma in Regulated Financial Planning
Experience:

Financial services: 5 years (required)
Licence/Certification:

SPS Certification (required)
Work Location: In person

Application deadline: 31/07/2025