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Form of workThis role is for you if you want to be a Paraplanner Team Leader within an established (over 100 years old) business that provides independent, whole-of-market financial planning and investment management. The business is based in Warwick and due to organic growth as well as acquisitions they are in a position where they need additional managers to help their paraplanners.
It is essential to have experience within a paraplanning role and be atleast level 4 qualified within financial advice to be considered for this role. It is also desirable to have a form of management experience.
Benefits :
- Salary up to £50k
- Hybrid working
- Death in Service (4 x annual salary)
- Private Medical Insurance provided by Vitality
- Group Income Protection
- Employee Assistance Programme
- Medicash (healthcare cash back plan)
- Pension 5% minimum (company will match up to 10%)
- Discretionary 10% annual bonus based on company performance
- 24 days + 8 bank holidays, entitlement will rise 1 day per calendar year of service, up to a maximum of 30 days for each additional year.
If you think this is of interest to you, then the next step is to apply. Don’t worry, the application is simple, just attach your CV along with your basic contact details. We will then reach out to gain any additional information we need. You can then sit back whilst we present you to our client with the aim of setting up a Teams call between you both.
