Paraplanner

Abacus Consulting

Posted 2 days ago, valid for a month

Bedford, Bedfordshire MK40 4LU, England

Full Time

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Sonic Summary

The position is for a Paraplanner in Bedford, offering a salary of up to £40,000 along with excellent benefits and hybrid working options.
The company is an established financial planning business seeking an experienced candidate to join their team of three advisors and four support staff.
Key responsibilities include producing reports for annual reviews, generating letters based on existing advice, and assisting with illustrations.
The ideal candidate should be comfortable in client-facing roles and able to use their own initiative.
The role also includes a generous remuneration package, pension contributions, and study support to levels 4 or 6, with hybrid working available after probation.

Paraplanner, Bedford - up to £40,000 with excellent benefits and Hybrid working

We are delighted to be partnered with an established Financial planning business based in the heart of Bedford. They are seeking an experienced Para-planner to join their busy team of three advisors and four support staff. The successful Paraplanner will be experienced in:

Producing reports for annual reviews and business recommendations.
Producing letters based on existing advice.
Produce and assist with illustrations.
Using own initiative
Comfortable in client facing roles.

The business is growing and it's an exciting time to be joining them. They offer a generous renumeration package, pension contributions and can offer study support to levels 4 or 6. They will also offer hybrid after probation. To find out more, please get in touch.

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