Paraplanner
Corsham
Hybrid Working Available
Salary: Competitive (DOE)
A well-regarded, independent financial planning firm in Corsham is looking to appoint an experienced Paraplanner to support its growing team of advisers.
This is an excellent opportunity to join a close-knit business that prides itself on delivering high-quality, client-focused financial advice.
The Role
Working closely with advisers, you will play a key role in supporting the delivery of tailored financial planning solutions to clients.
Responsibilities will include:
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Preparing detailed suitability reports and client recommendations
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Conducting fund and product research
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Supporting advisers with technical queries and case preparation
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Assisting with ongoing client reviews and advice processes
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Preparing client documentation and meeting packs
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Liaising with providers and internal teams to progress cases
About You
To be considered, you will be an experienced Paraplanner who can hit the ground running.
You will have:
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A minimum of 2+ years’ experience as a Paraplanner within an IFA / Financial Planning firm
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Level 4 Diploma in Financial Planning (essential)
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Strong technical knowledge across financial planning products
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Excellent attention to detail and organisational skills
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The ability to work independently while effectively supporting advisers
The Opportunity
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Join a small, collaborative team where your contribution is highly valued
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Work closely with advisers in a hands-on, client-focused environment
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Hybrid working available, with flexibility depending on experience
- Be part of a firm with clear growth plans and a strong reputation
???Apply today to be considered for this opportunity. If this particular vacancy isn’t the perfect fit, please do still get in touch – we work on a variety of roles across the financial planning sector. You can send your CV directly to this advert or contact us for a confidential discussion.
Additionally, if you know someone who could be a good fit, please refer them as we offer a £200 referral reward if we assist them in securing a new role.