Paraplanner

This role is suited to those who have at least 2 Years’ experience in providing paraplanning support. The business is interested in speaking to you if you hold at least the level 4 diploma and are ready to "hit the ground running". If you are looking for a new challenge in an established business, then this may be the role you have been looking for. The basic salary offered is up to £50,000.

The business

The business is a fee-based independent financial advisers providing financial planning for their clients. They provide a holistic approach to both financial planning and investment management. They have been in operation for over 20 years and take pride in building long-term relationships with their clients by providing high quality, bespoke advice to meet their individual needs. The business provides biblical financial advice and each year, between 10%-20% of profits are donated to the charitable trust set up by the directors.

The role

An established team of financial planners, paraplanners, and administrators is already in place. The business is looking for an experienced paraplanner to join the team to become an integral part of the financial planning process. You will be providing paraplanning support for several advisors within the firm. This will include writing suitability reports, researching and analysing information as well as producing a wide range of technical information for clients. Additionally, you will have the opportunity to speak directly to clients.

The benefits

• Salary up to £50k.
• Hybrid working (3 days at home).
• Holiday days.
• Pension contribution.
• Further benefits are to be confirmed.

If you think this is of interest to you, then the next step is to apply. Just attach your CV along with your basic contact details and we’ll do the rest.