Job Description
Job Title: Paraplanner for a keading Bath IFA firm
Package - £35-50,000 basic depends on experience and qualifications plus quaretly bonus and benefits.
3 days in office 2 days at home
Introduction
Are you an experienced Paraplanner looking to join a growing, award-winning financial planning firm where your technical expertise is truly valued? We're passionate about helping people build a better relationship with their wealth and we're looking for someone like you to help us deliver on that mission.
We're excited to be expanding our presence and as part of this growth, we're looking for a high calibre Paraplanner to join our team and play a key role in supporting our advisers and clients.
What You'll Be Doing
As a Paraplanner, you'll be responsible for delivering high-quality technical support to our advisers and clients. This includes:
- Analysing client information and existing investments or policies
- Performing tax calculations and constructing appropriate financial solutions
- Producing detailed suitability reports for cases of varying complexity
- Running cashflow models to support client planning
- Acting as a point of contact for technical queries from advisers and planning support
- Communicating with clients regarding research and report timelines
- Attending client meetings where appropriate
- Supporting the training and development of junior team members
- Contributing to projects aimed at improving our systems and processes
What We're Looking For
We're looking for someone who is confident, detail-oriented, and passionate about delivering excellent client outcomes. The ideal candidate will:
- Hold the CII Level 4 Diploma in Regulated Financial Planning (working towards Chartered status is a plus)
- Have at least 3 years' experience in a paraplanning role
- Demonstrate strong technical knowledge across a broad range of financial products
- Be comfortable working with high-net-worth clients and professional connections
- Have excellent written and verbal communication skills
- Be highly organised and able to manage a busy workload
- Be a team player who enjoys collaborating with others
- Have strong IT skills
Where You'll Be Working
This role is based in our Bath office, with hybrid working available. We ask that you spend at least two to three days a week in the office, with the remainder of your time working from home. We're also open to discussing alternative working patterns, as flexibility is important to us.
What You'll Get in Return
We offer a competitive salary range between £35,000 - £50,000 per annum (depending on experience), plus a performance-related quarterly bonus scheme, along with a comprehensive benefits package, including:
- 25 days' holiday (plus bank holidays)
- Life assurance and income protection
- Pension scheme
- Access to our flexible benefits platform
- A vibrant, inclusive culture where people genuinely enjoy coming to work
Just as importantly, you'll be part of a business that's committed to your growth and development. We work hard, but we also have a lot of fun along the way and we're proud of the supportive, collaborative environment we've built.
Interested?
If this sounds like the right opportunity for you, we'd love to hear from you. Apply now or get in touch with our recruitment team if you have any questions or would like to discuss the role further.
