We are a multi award-winning financial planning firm near Swindon, Wiltshire, that is looking to recruit an experienced paraplanner to our team. We love what we do and we want to recruit someone who is as passionate about financial planning as we are.
We have many years of experience providing financial plans for our clients enabling them to achieve their financial & personal goals. We are a small dynamic team where every member is valued and equally as important.
As a qualified paraplanner, you will be expected to provide support to our planner pre and post planning meeting, ensuring client satisfaction at all times.
The successful candidate will be able to:
Work independently & manage their workload to enable them to meet various deadlines.
Provide effective specialist technical advice.
Communicate to a high standard whether it be with a client, provider or a member of the team.
Demonstrate excellent report writing skills.
Pay attention to quality and accuracy.
Skills & Knowledge:
IT Competent – MS Office, FEAnalytics and ideally (not essential) Prestwood Software
Technical and detailed knowledge of pensions, investments and tax
Carry out technical calculations such as tapered annual allowance, lifetime allowance, inheritance tax
Ideally, you would hold a diploma level qualification in financial planning or above
Competitive salary to reflect the experience
Discretionary bonus paid six-monthly
Non-contributory pension at 9%pa
Non-contributory private medical insurance
Christmas holiday office shut down in addition to holiday entitlement
Lexington is the trading style of Lexington Wealth Management Ltd. (registered number 05503144) and Lexington Associates Ltd. (registered number 12451550). The registered office for both is Orchard House, Bagbury Lane, Lydiard Millicent SN5 4LX.
Lexington Wealth Management Ltd. is authorised and regulated by the Financial Conduct Authority (No. 440099). Lexington Associates Ltd. provides non-regulated lifestyle financial planning and estate planning services.
The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved disputes between regulated firms and their clients.
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as financial, tax, or legal advice. Please consult a financial, legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
Additional information about Lexington and its planners is also available online at the FCA’s register.
Copyright 2022 Lexington Wealth Management. All rights reserved. This content cannot be copied without the express written consent of Lexington.
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