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Paraplanner

Finlink Ltd
Posted 19 hours ago, valid for a month
Location

Bracknell, Berkshire RG42 2HJ

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • The position is for an experienced Level 4 qualified Paraplanner in Bracknell with hybrid working options.
  • The salary offered for this role is up to £45,000, along with additional share options and an annual discretionary bonus of up to 10%.
  • Candidates should have relevant experience and qualifications, ideally being Level 4 qualified or nearly qualified.
  • The firm is an established independent financial advisory with over 10 years in the industry, known for its commitment to client satisfaction and employee development.
  • The role involves supporting advisors by conducting research, writing technical reports, and analyzing cash flows to ensure optimal client outcomes.

Paraplanner, Bracknell

Hybrid working

Up to £45k

This role is suited for an experienced Level 4 qualified Paraplanner (or nearly qualified) looking to join an established advisory firm. Our client is looking for a dedicated and driven individual to join their team based in Bracknell. Offering a salary of up to £45,000 and additional valuable share options, this business offers long term security and progression opportunities to their employees.

The Business:

This company is a directly authorised, independent financial advisory firm. They have been established for over 10 years at this point and have office hubs located throughout the UK. Founded by an industry leader with a massively successful background, they're going from strength to strength and looking to grow. They pride themselves on their dedication to delivering an exceptional client experience and investment in the training and development of their staff to reach this goal.

The Role:

Working as a Paraplanner within this firm will see you carrying out a range of duties. You'll be working closely with advisors to support them in delivering the best outcomes to their clients. This will involve writing technical reports across a wide range of advice, carrying out in depth research across various funds, cashflow writing and analysis, and much more.

The Benefits:

  • 25 days holiday plus bank holidays, and your birthday off
  • Hybrid working available
  • A salary of up to £45k
  • Annual discretionary bonus of up to 10%
  • Valuable share option for all employees (please ask for further details)
  • Flexible working hours, 9am - 5:30pm, but can do 8am - 4:30pm for example

Applying

To find out more about this opportunity, then simply apply here. One of our team will then be in touch and you can then leave the rest to us in terms of arranging an interview with the business.

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.