Experienced Paraplanner | Wealth Management

Location:

Stamford, Lincolnshire (Hybrid Working Available) Job Type: Full-time, Permanent Sector:
Financial Planning / Wealth Management / IFA

THE ROLE PARAPLANNER Producing comprehensive suitability reports and financial planning documentation Conducting technical research across pensions, investments, protection, and retirement planning Supporting advisers with FCA-compliant recommendations Using financial planning platforms and software to analyse and model solutions Ensuring advice is accurate, compliant, and clearly presented Operating effectively within a fast-paced financial planning practice ABOUT YOU Minimum 2 years experience within financial services or an IFA environment Strong understanding of FCA regulation and financial planning solutions Proven paraplanning and report writing experience Level 4 Diploma qualified (or working towards) Analytical, detail-oriented, professional, and proactive Confident with Microsoft Office and financial planning systems Right to Work in the UK WORKING PATTERN Monday Friday, 9:00am5:00pm Hybrid working available following probation BENEFITS Employee-owned Trust company Company pension scheme Death in service benefit Sickness policy (post-probation) 20 days holiday  bank holidays  Christmas New Year shutdown Holiday increases after 2, 5, and 10 years service Hybrid working Parking permit (office-based) Social events APPLY NOW Apply with your CV in confidence.