Paraplanner - Junior or Senior considered

Paraplanner (Part or Fully Qualified) Salary: Up to £40,000 DOE Hybrid Working: 2 Days from Home

Are you a paraplanner seeking a new challenge, where team collaboration and personal development are at the heart of what you do?

About Our Client:

Our client is a well-established Chartered Financial Planning firm with a reputation built over the last 50 years, primarily through referrals. With a close-knit team and a strong sense of family culture, they are passionate about creating a supportive, collaborative environment where everyone thrives.

At the core of their success is the belief in a work-life balance. You’ll enjoy flexible hybrid working (2 days from home) and a company that truly values your continued technical growth and well-being.

Why This Role?

Technical cases and Administrative support : If you’re looking for an opportunity to work closely with advisers on a wide range of technical cases, this role offers exactly that. You’ll have full administrative support, freeing you up to focus on providing high-quality paraplanning across various platforms.
Support and Mentorship : Whether you’re progressing towards your Diploma or aiming to achieve Chartered status, our client is committed to your professional development. You’ll receive full financial support, and dedicated time during working hours for study and continuous mentorship to help you succeed.
Collaborative, Family-Like Atmosphere : You’ll join a team that prides itself on open communication, teamwork, and a culture of support. This is more than just a job; it's a place where you can grow your career while enjoying the camaraderie of a close-knit team.

What We’re Looking For

Technical Expertise : Experience with platforms like Intelliflo and hands-on involvement in paraplanning and adviser support is ideal.
Qualifications : You should either hold or be working towards the Level 4 Diploma in Financial Planning (or equivalent).
Proactive Approach : Our client values team members who take initiative, enjoy problem-solving, and are eager to contribute to both their personal growth and the company’s success.

What’s in It for You?

Development Opportunities : With a structured path to support your professional growth, including study time for exams and mentoring to help you progress to Chartered status, this is the perfect role if you're focused on building your career.
Additional Benefits : Competitive salary, bonuses, private medical insurance, and a genuine commitment to your well-being and work-life balance.

Ready to join a company that’s as invested in your future as you are? Apply now and take the next step in your paraplanning career with a team that truly cares.

Cranleigh Personnel jobs

Paraplanner - Junior or Senior considered