Paraplanner

Job Description

This is a large Financial Planning practice that provides a comprehensive range of financial advice to private & HNW specialist clients.


Position:

Due to the recent recruitment of several new Financial Advisers, this practice would like to strengthen the support team by welcoming an experienced Paraplanner to the business.

As part of an established Paraplanning team, this role will involve supporting 10+ Financial Advisers with a diverse range of technically challenging reports as part of a shared work system.

What’s on offer:

  • Opportunity to build a long-term career with a well-established practice
  • Provide support to multiple Financial Advisers and their HNW/UHNW clients
  • Diverse range of technical report writing
  • Busy and supportive work environment, with an established Paraplanning team
  • Full exam support towards chartered & future progression opportunities

    Requested experience:

  • Previous Paraplanning experience
  • Broad technical knowledge across Investments, Pension & Protection advice
  • Hold level 4 Diploma