Paraplanner

Job Description

Company:

This is a well-established and medium sized Financial Planning practice that provides Investment, Pension, Retirement, Tax & Protection Planning to private and corporate clients.

 

Position:

Due to the growth of the advisory team, this financial planning practice would like to welcome an experienced Paraplanner to the business to work closely with a number of Financial Advisers.

 

Joining as part of the established Paraplanning team, this role will provide the opportunity to work on a diverse range of reports and will involve ongoing support and professional development from a highly experienced team.

 

What’s on offer:

• £28,000 salary, negotiable based on experience

• Fast paced environment, providing the opportunity to support multiple Advisers

• Diverse range of report writing and technically challenging cases

• Supportive culture that encourages career progression and provides exam support

• Generous holiday allowance, pension and on-site car parking

 

Requested experience:

• Previous experience working as a Paraplanner or report writing experience

• Knowledge of holistic financial planning advice, specifically pension advice

• Hold Level 4 Diploma in Financial Planning or have progression towards qualification