Paraplanner

Stamford, Lincolnshire, gb on site Until 8/22/2026 First posted March 26, 2025 Last posted March 26, 2025
Job description

We have a rare Paraplanner opportunity to join a successful and progressive wealth management firm in the Stamford area that offers both private and corporate financial services.

The ideal candidate would be at least Diploma qualified and ideally to level 4.

This Paraplanner role requires good strong technical knowledge and experience, especially around pension and investments.

Our client are a wealth management firm that offers DB transfer work to clients that fits their strict criteria, therefore, qualifications and pensions knowledge in this area is essential.

They also offer full support in continued professional development for a career focussed paraplanner.

This IFA are based within a firm of accountants and the work is constant, therefore good organisational skills are required.

For an informal and confidential discussion, please apply with your contact details.

This vacancy is being advertised on behalf of RecruitME who are acting as a recruitment agency. RecruitME is committed to equal opportunity and diversity.

About this role

Summary

Provide technical support on pensions and investments for a wealth management firm.

Job title

Paraplanner

Experience level

level 4 or diploma qualified

Industry

wealth management

Location requirements

Stamford, Lincolnshire, on-site only

Salary

Not specified

Management role

No

Skills & keywords

Required skills

pensionsinvestmentsdiplomalevel 4organisational skills

Preferred skills

None specified

Specializations

pensionsinvestments
Locations

Structured locations inferred from the posting.

Stamford PE9, UK

On-site City