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Permanent

Chartered Paraplanner

High Wycombe
money-bag 45000.00-45000.00 Annual
3127756619
Posted 2 days ago

Chartered ParaplannerLocation: Hybrid (3 days in the office)Salary: £45,000 - £55,000Working Hours: Flexible, 35-hour week (9:00am - 5:30pm)This is an excellent opportunity for a Chartered professional looking to play a key role within a collaborative business that is committed to delivering high-quality financial planning and supporting ongoing professional development.The RoleWorking closely with the firm''s Financial Planners, you will be responsible for producing high-quality suitability reports, conducting complex technical research, analysing pensions, investments and tax planning strategies, and providing technical support to advisers. You will play an integral role in ensuring clients receive compliant, well-researched and tailored financial planning solutions.RequirementsChartered Financial Planner status (or equivalent Chartered qualification).Previous experience working as a Paraplanner within a financial planning firm.Excellent technical knowledge of pensions, investments, protection and wider financial planning.Strong report writing, research and analytical skills.High attention to detail with a thorough understanding of FCA regulations and compliance.Experience using Intelligent Office (IO) is preferred but not essential.What''s on OfferSalary range of £45,000 - £55,000.Hybrid working with 3 days in the office.Flexible working hours within a 35-hour working week.A supportive environment with opportunities for continued professional development and career ..... full job details .....

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