Hybrid Paraplanner — Wealth Advisory Support

Successionwealth; Salisbury; Hybrid; GBP 35,000 - 45,000; Full time

Job summary

A financial services firm in Salisbury is seeking a Paraplanner to support Financial Planners and enhance client experience. Responsibilities include researching products, drafting recommendations, and handling planner queries. The ideal candidate will have at least 2 years of experience, a Level 4 qualification, and a strong knowledge of pensions, investment, and estate planning, with excellent communication skills. This role offers a competitive salary and excellent benefits, including flexible working options.

Benefits

25 days Annual leave plus bank holidays

Excellent company pension scheme

Agile and family friendly working

Group Life Assurance Scheme: 8 x salary

Discounts on shopping and dining

Support for professional exams

Qualifications

• Minimum of 2 years Paraplanning experience.
• Detailed knowledge of pensions, investments, and estate planning.
• Articulate in both verbal and written communication.

Responsibilities

• Research and analyze suitable products per Financial Planner’s recommendations.
• Draft recommendations based on client needs and objectives.
• Act as initial contact for Planner queries.

Skills

Paraplanning experience

Knowledge of pensions

Knowledge of investments

Knowledge of estate planning

Verbal communication

Written communication

Education

Level 4 qualification or above

Job description

A financial services firm in Salisbury is seeking a Paraplanner to support Financial Planners and enhance client experience. Responsibilities include researching products, drafting recommendations, and handling planner queries. The ideal candidate will have at least 2 years of experience, a Level 4 qualification, and a strong knowledge of pensions, investment, and estate planning, with excellent communication skills. This role offers a competitive salary and excellent benefits, including flexible working options.