Paraplanner

Paraplanner Join a Growing Employee-Owned Wealth Management Firm
Stamford | Hybrid Working Available | Competitive Salary & Benefits
Are you a detail-oriented Paraplanner looking for a fantastic opportunity to grow your career within a thriving, independent wealth management firm ?
Were hiring for a progressive and employee-owned financial practice in the stunning historic town of Stamford. With a strong reputation for providing independent financial advice, this firm has built a growing client base and is expanding its team to support continued success.
Why Join?
Career Growth Support for professional qualifications & career progression
Hybrid Working Available after a qualifying period
Employee-Owned Be part of a team that values your input
Great Benefits Competitive salary, pension, death in service, and extra holidays
About the Role
As a Paraplanner , youll play a key role in delivering top-tier support to a team of professional Independent Financial Advisers (IFAs). Your responsibilities will include:
Preparing detailed financial reports and research for advisers
Working with financial advice platforms & software
Ensuring compliance with F...