Overview
Paraplanner role at TieTalent . This is a remote, full-time, permanent position.
Responsibilities
- Support consultants and wider teams by delivering high-quality technical and investment advice across a wide range of client needs.
- Work closely with Directors and Senior Consultants, assisting in end-to-end delivery of wealth management services.
- Information gathering, planning, and creating reports to help ensure outstanding client service.
What Youll Do
- Supporting consultants with technical and investment advice across all areas of wealth management
- Preparing, reviewing, and updating proposals, letters, and reports, always keeping clients’ goals and risk profiles front of mind
- Assisting with the delivery of the Group’s products and services, including cash management, tax products, and bespoke client solutions
What Youll Bring
- Hold a Diploma in Regulated Financial Planning or Certificate in Paraplanning (other relevant qualifications also considered)
- Strong technical knowledge of financial products including pensions, investments, protection, and wider wealth management solutions
- Solid understanding of current regulations, legislation, and compliance procedures
- This is a certification function role under SMCR, so annual FIT assessments and certification renewal will be required
Why Join Us?
At TieTalent, we provide tailored wealth management, investment, and pension solutions built on long-term relationships and trusted expertise. You’ll be part of a collaborative, client-focused environment with opportunities for personal growth and career progression, contributing to meaningful financial outcomes for our clients.
Benefits
- Group Pension Scheme
- Life Assurance & Income Protection
- Health Cash Plan
- A choice of flexible voluntary benefits to suit your lifestyle
- Access to charity fundraising and social events
Employment details
- Seniority level: Entry level
- Employment type: Full-time
- Job function: Finance and Sales
- Industries: Technology, Information and Internet
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