Paraplanner - Oakham - Hybrid (1 day a week in the office) - up to £45,000

steveauburn · March 1

An exciting opportunity has emerged for a Paraplanner to join a vibrant team in a busy Practice located in Oakham. Representing a family-run Wealth Management business, we are seeking a dedicated individual to fulfil this pivotal role within our client's organization. The client is happy for someone to come in 1 day a week into the office.

The Paraplanner plays a crucial role in the business, requiring drive, initiative, and exceptional problem-solving skills. The ideal candidate will share our commitment to advancing the business and possess strong communication abilities to interact effectively with clients, advisers, and third-party providers.

Role Responsibilities:

Collating client information and preparing suitability letters
Generating illustrations and reports for client meetings
Managing cases through to completion using internal processing systems
Ensuring compliant and timely processing of obtained business
Daily liaison with colleagues and third parties
Providing technical advice to advisers
Utilizing goal-based financial planning cash flow modelling systems
The successful candidate will receive comprehensive training on relevant IT systems to support them in this role.

Candidate Profile:

We are seeking a confident, numerate, and IT-proficient Paraplanner with a proactive "can-do" approach. The ideal candidate will possess:
Experience working within an IFA or Wealth Management environment as a Paraplanner, with at least Level 4 Dip PFS qualification
Progression towards or attainment of Chartered status is advantageous
Proficiency in IHT, Pension, and Investment products
Exceptional organizational and communication skills
Confidence in client and third-party interactions, with a commitment to discretion

In return, our client offers an excellent salary package based on knowledge and experience, with a commitment to supporting career progression, including the path to Chartered status and beyond.

Please get in touch - steve@ortuspsr.co.uk