Full-time Paraplanner (Thompson & Richardson)

Lincoln, UK

Thompson & Richardson Financial Services

Job Description

Working Hours

Monday to Friday 9am to 5pm


Competitive Salary (negotiable depending on experience)

Job Description

Due to a period of key expansion, we are looking to recruit a Paraplanner to join our fantastic Financial Planning firm based in Lincoln.

We focus on providing a high-quality financial planning service, and have an established Paraplanning team who support our Directors and Financial Planners of the business.

We have the flexibility to mould the perfect opportunity around the right candidate, who could be an experienced and qualified Paraplanner, or someone who has experience of working in a financial planning company and has started their studies towards the Diploma in Financial Planning and wishes to progress into the Paraplanner role.

You will have the opportunity to provide technical support to complex client queries, undertake research and analysis, prepare cashflow models, and construct, deliver and implement financial plans and recommendations.

You will be working in a strong team-focused environment where you can develop your career within a successful firm.

The salary on offer is negotiable, depending on experience and qualifications, and the role benefits from a 5% employer pension contribution, group life insurance, and private medical insurance.

What’s needed to be considered?

To be considered for this unique opportunity, candidates need to have:

  • Level 4 Diploma qualified or working towards this

  • Previous experience within a fast-paced IFA Practice

  • High level of analytical capability and good communication skills

What next?

Apply today to be considered for this opportunity by forwarding your CV to Mrs Lucy Berridge:

Email: lucy@trfs.co.uk