Paraplanner

We have partnered with a top regional accountancy practice offering a brilliant Paraplanner vacancy. This business are one of the most respected and renowned in their field across South Yorkshire and further afield, delivering first class accountancy services to businesses small and large. As a result, the wealth management team have access to a calibre of client not commonly found in most wealth planning businesses. With client estates ranging from £400k to over £20m, this role will focus on few clients but with greater complexity of cases to ensure the service delivered is up to standard. You would be supporting a growing team of IFAs in the preparation of detailed reports and analysis. Assist in creating bespoke action planning and risk analysis and maintaining accurate client records. Experience * Previous experience in a Paraplanner or similar technical support role within financial services. * Level 4 Diploma in Financial Planning (or working towards). * Strong technical knowledge across a broad range of financial planning areas including pensions and investments. * Experience preparing suitability reports and conducting financial research. * High attention to detail and strong organisational skills. * Excellent written and verbal communication skills. * Strong understanding of compliance and regulatory requirements. Desirable * Experience working with high net worth clients and/or complex cases. * Experience within a holistic financial planning environment. * Familiarity with financial planning tools and cashflow modelling software. Key Competencies * Strong analytical and problem-solving skills. * Excellent attention to detail and accuracy. * Ability to manage multiple tasks and deadlines effectively. * Collaborative team player with the ability to work independently. * High level of professionalism and integrity. * Client-focused approach with a commitment to quality. Benefits * Competitive salary with flexibility for the right candidate * Hybrid working (2 days from home) * Employer pension contribution up to 6% * 4x life cover (subject to pension contribution) * Option to purchase additional holiday * Flexible and agile working environment * Strong long-term career opportunity as the business scales