Paraplanner

An exciting opportunity has arisen for a Paraplanner to join a well-established accountancy firm offering a comprehensive range of services including accounting, tax, audit, payroll, and financial planning. As a Paraplanner, you will support financial planners by preparing reports, researching solutions, and contributing to client-focused strategies. This role offers salary range of £40,000 - £50,000 and flexible working options. You Will Be Responsible For: ? Collaborating with financial planners to conduct detailed research. ? Producing accurate financial reports, including cashflow planning and tailored recommendations. ? Researching financial products and market trends to support planning advice. ? Utilising planning software to manage tasks and produce recommendations. ? Ensuring adherence to regulatory standards and compliance requirements. ? Assisting in client meetings with relevant insights and solutions. What We Are Looking For: ? Previously worked as a Paraplanner, IFA Administrator, Financial Planning Administrator, Wealth Management Administrator, Financial Services Administrator, Financial Planning Assistant, Financial administrator within the financial services sector. ? Strong knowledge of financial planning software and regulatory frameworks. ? Exceptional analytical skills and attention to detail. ? Ability to contribute effectively within a team environment. ? Relevant qualifications, such as Diploma or Advanced Diploma in Financial Planning, are desirable. What's On Offer: ? Competitive Salary ? Collaborative and supportive working environment. ? Opportunities for professional development and career progression. ? Flexible and hybrid working options. ? 25 days annual leave plus bank holidays. ? Access to health and wellbeing schemes ? Including Employee Assistance Programmes. ? Pension scheme with employer contributions. ? Staff rewards ? Commission schemes. This is a fantastic opportunity to