FM Top Jobs
13 Jun 2018
14 Jul 2018
Contract Type
Full Time
Are you an experienced Paraplanner wanting to join an industry award winning business, which is listed as one of the Sunday Times’ top 100 companies to work for?

The Company

Our client company has been entrusted with providing independent financial advice to their clients for over 40 years; now backed by one of Europe’s largest personal finance groups, they are in an excellent position for the long term. This firm has been appraised with numerous awards including Sunday Times 100 Best Companies to Work for 2015 and Investment Adviser of the year from Professional Adviser.

Roles and responsibilities

Your role as a Paraplanner will be responsible for researching, analysing and compiling financial planning reports in conjunction with their team of Independent Financial Advisers. You will be supporting Advisers to provide quality advice to both new and existing clients. in addition, you will work in partnership with the administration team who undertake processing duties. As part of your role, you should ensure to meet compliance guidelines and business quality standards at all times.

Requirements to be considered

You should have a minimum of 2 years’ experience in a paraplanning role within a financial planning firm. Ideally with some relevant financial planning qualifications.


Salary of £30,000 - £35,000 pa including comprehensive flexible benefits
Working closely with their team of Independent Financial Advisers to uphold the firm’s reputation for providing quality financial planning advice
Supported by the Regional Paraplanner Manager and dedicated Professional Development team to ensure you receive continued development and training



Apply now or call David Fletcher Regional Recruitment Consulatnt on (Apply online only)

Liability and Disclaimer

The information contained in our advert including any salary or on target earnings information are given in good faith and FM TOP jOBS Ltd uses all reasonable efforts to ensure that it is accurate. However, FM TOP JOBS Ltd gives no representation or warranty in respect of such information and all such representations and warranties, whether express or implied, are excluded. No liability is accepted by FM TOP JOBS Ltd for any loss or damage which may arise out of any person relying on or using any information within this advert

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