Job Title

Paraplanner Join a Growing Employee-Owned Wealth Management Firm Stamford | Hybrid Working Available | Competitive Salary & Benefits Are you a detail-oriented Paraplanner looking for a fantastic opportunity to grow your career within a thriving, independent wealth management firm ? Were hiring for a progressive and employee-owned financial practice in the stunning historic town of Stamford. With a strong reputation for providing independent financial advice, this firm has built a growing client base and is expanding its team to support continued success. Why Join? Career Growth Support for professional qualifications & career progression Hybrid Working Available after a qualifying period Employee-Owned Be part of a team that values your input Great Benefits Competitive salary, pension, death in service, and extra holidays About the Role As a Paraplanner , youll play a key role in delivering top-tier support to a team of professional Independent Financial Advisers (IFAs). Your responsibilities will include: Preparing detailed financial reports and research for advisers Working with financial advice platforms 'software Ensuring compliance with FCA regulations Helping clients achieve their financial goals through tailored solutions What Were Looking For Level 4 Diploma (or working towards) in Financial Planning Minimum 2 years experience in financial services Knowledge of RO1, RO2, RO3 (or willingness to qualify) Strong skills in report writing & financial solutions Excellent IT skills, including Microsoft Office We also welcome applications from part-qualified candidates with some Paraplanning experience who are eager to step up in their careers! Perks & Benefits Employee-Owned Trust (EOT) Company Company Pension Scheme Sickness Policy (after probation) 20 Days Holiday + Bank Holidays + 3 Extra at Christmas Bonus: The Week Between Christmas & New Year Off Free! Hybrid Working (after probation) Parking Permit (if working in-office full-time) Death in Service Benefit Hours: Monday to Friday, 9 AM 5 PM If you're an ambitious and motivated Paraplanner , eager to join a company that invests in your future, apply today! TPBN1_UKTJ