Paraplanner
GROVE TALENT SOLUTIONS LTD
Farnham
Location
Farnham, England
Job Title: Paraplanner Location: Cambridge (Hybrid Working) Salary: Negotiable, dependent on experience and Qualifications A well-established, forward-thinking Independent Financial Planning firm is seeking an experienced Paraplanner to strengthen its technical team.
Below covers everything you need to know about what this opportunity entails, as well as what is expected from applicants.
This is a great opportunity for a technically skilled individual who enjoys working collaboratively alongside Financial Advisers in a supportive and team-focused environment.
The successful candidate will play a key role in supporting advisers by carrying out detailed research, analysing client circumstances, and preparing clear, accurate financial planning reports aligned to clients objectives.
This role also offers structured training and development support with an option to progress towards advising available in the future.
Key Responsibilities Produce comprehensive, compliant financial planning reports for advisers to present to clients Conduct technical research on products, providers, and planning solutions Support advisers with client reviews, queries, and ongoing servicing requirements Act as a point of contact for day-to-day client and adviser support queries Prepare client review packs and obtain illustrations as required Keep up to date with financial planning legislation, products, compliance requirements and industry developments Key Requirements Previous experience within a Financial Advice / Wealth Management firm Strong paraplanning and report-writing experience is essential Diploma in Financial Planning (or working towards) is desirable, though not essential.
Highly organised with the ability xrnqpay to manage and prioritise workloads effectively High attention to detail with the ability to produce accurate, well-structured reports and correspondence Benefits Hybrid Working Available Competitive Bonus Scheme Support and funding for professional industry qualifications Up to 30 days annual leave with holiday purchase (plus bank holidays) Excellent Training and Development Support Life assurance and pension scheme Clear progression opportunities, including the option to progress into an Adviser role
Below covers everything you need to know about what this opportunity entails, as well as what is expected from applicants.
This is a great opportunity for a technically skilled individual who enjoys working collaboratively alongside Financial Advisers in a supportive and team-focused environment.
The successful candidate will play a key role in supporting advisers by carrying out detailed research, analysing client circumstances, and preparing clear, accurate financial planning reports aligned to clients objectives.
This role also offers structured training and development support with an option to progress towards advising available in the future.
Key Responsibilities Produce comprehensive, compliant financial planning reports for advisers to present to clients Conduct technical research on products, providers, and planning solutions Support advisers with client reviews, queries, and ongoing servicing requirements Act as a point of contact for day-to-day client and adviser support queries Prepare client review packs and obtain illustrations as required Keep up to date with financial planning legislation, products, compliance requirements and industry developments Key Requirements Previous experience within a Financial Advice / Wealth Management firm Strong paraplanning and report-writing experience is essential Diploma in Financial Planning (or working towards) is desirable, though not essential.
Highly organised with the ability xrnqpay to manage and prioritise workloads effectively High attention to detail with the ability to produce accurate, well-structured reports and correspondence Benefits Hybrid Working Available Competitive Bonus Scheme Support and funding for professional industry qualifications Up to 30 days annual leave with holiday purchase (plus bank holidays) Excellent Training and Development Support Life assurance and pension scheme Clear progression opportunities, including the option to progress into an Adviser role
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