Stamford/Hybrid - circa £38k depending on experience.
Elevate Your Paraplanning Career in Stamford with a Growing Employee-Owned IFA!
Paraplanner | Thriving & Independent Wealth Management Firm | Stamford, Lincolnshire | Hybrid Working Options | Competitive Salary & Comprehensive Benefits Package
Are you a meticulous and ambitious Paraplanner ready to take your career to the next level?
Join a dynamic and forward-thinking, employee-owned Independent Financial Advice (IFA) firm nestled in the picturesque historic town of Stamford. Due to consistent growth and a commitment to providing exceptional independent financial advice, they are expanding their talented team and seeking a dedicated Paraplanner to contribute to their continued success.
Why Choose This Opportunity?
• Genuine Career Progression: They actively invest in your professional development, offering support for advanced qualifications and clear pathways for career advancement within the firm.
• Embrace Hybrid Working: Enjoy a healthy work-life balance with the opportunity for hybrid working arrangements after an initial period.
• Be Part of an Employee-Owned Success Story: Your contributions will be truly valued as part of an employee-owned trust, where your input matters.
• Excellent Benefits Package: You'll be rewarded with a competitive salary, a robust company pension scheme, death in service benefit, and generous holiday allowance.
• More Than Just a Job: Experience a supportive and collaborative work environment within a firm that prioritizes both client and employee well-being.
Your Role as Paraplanner:
• As a vital member of the team, you will provide crucial technical support to their team of professional Independent Financial Advisers, enabling them to deliver outstanding service to their clients. Your key responsibilities will include:
• Conducting in-depth research and preparing comprehensive financial reports and recommendations tailored to individual client needs.
• Efficiently utilizing financial planning software and platforms to analyze data and generate solutions.
• Ensuring all activities adhere to FCA regulations and internal compliance procedures.
• Contributing directly to helping clients achieve their financial aspirations through the development of personalized financial plans.
What You'll Bring to the Team:
• Level 4 Diploma in Financial Planning (or actively working towards it).
• A minimum of 2 years of experience within the financial services sector, ideally with some paraplanning exposure.
• Solid understanding of RO1, RO2, and RO3 (or a demonstrable commitment to achieving these qualifications).
• Exceptional report writing skills and the ability to articulate complex financial information clearly and concisely.
• Strong analytical and problem-solving abilities to develop effective financial solutions.
• Excellent IT proficiency, including a strong working knowledge of Microsoft Office Suite.
Part-Qualified Candidates Welcome!
They also encourage applications from ambitious part-qualified individuals with some relevant paraplanning experience who are eager to step up and develop their careers within a supportive environment.
Fantastic Perks & Benefits:
• Employee-Owned Trust (EOT) structure.
• Company Pension Scheme.
• Generous Sickness Policy (following probationary period).
• 23 Days Annual Leave (20 days + Bank Holidays + 3 extra days at Christmas!).
• Bonus Holiday: The week between Christmas and New Year off – fully paid!
• Hybrid Working (after successful probation).
• Parking Permit provided (for full-time in-office roles).
• Death in Service Benefit.
• Standard working hours: Monday to Friday, 9:00 AM - 5:00 PM.
• Ready to Join a Firm That Invests in You?
If you are a motivated and detail-oriented Paraplanner looking for a rewarding opportunity within a growing, employee-owned IFA in the charming town of Stamford, we encourage you to apply today! Take the next step in your career and become a valued member of their dedicated team
