FAQs
What is the working arrangement for this Paraplanner position?
The ideal working arrangement is 3 days in the office and 2 days working from home, with flexibility on this arrangement.
What qualifications are required for this role?
A Level 4 Diploma is the minimum qualification required for this role.
How many years of experience are needed for this Paraplanner position?
A minimum of 3 years’ experience within a Paraplanning role is required.
What kind of salary can I expect in this position?
The basic salary for this role is up to £45,000, with additional benefits.
Are there opportunities for professional development in this role?
Yes, there are opportunities for professional development, including full on-the-job training and support, as well as help with exams.
What is the company’s reputation in the industry?
The company is one of the UK's largest and most successful Financial Planning and Investment Management organizations, with an outstanding reputation and numerous awards.
What are the key responsibilities of a Paraplanner in this role?
Key responsibilities include conducting thorough analyses of client financial situations, writing client reports and suitability letters, conducting in-depth research, and collaborating with financial advisors and clients.
Does the company offer any additional benefits?
Yes, in addition to the salary, the company offers a discretionary bonus, pension, PHI, DIS, critical illness cover, generous holiday, and more.
Is detailed knowledge of the Financial Planning industry necessary?
Yes, a detailed knowledge of the Financial Planning industry is essential for this role.
Will I be working closely with Financial Planners?
Yes, you will work very closely with Financial Planners on a daily basis.