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This Paraplanner job in Chesterfield provides opportunity to join a growing IFA firm with a 5 year roadmap to scale the business.
As a Paraplanner you will be focused on supporting their team of Financial Advisors, ensuring they have the right level of support so that they can focus on advising clients. You will have typical paraplanning duties of undertaking research, analysis and report writing.
The business is already a well-established firm of over 30 years so has a fantastic heritage. They have a 5 year growth plan, therefore this provide an exciting opportunity to be part of this growth and play a key part as the team continues to grow.
Our client also has a SIPP / SSAS administration division, therefore if you have experience in this area it would be beneficial, but not essential
Paraplanner Requirements
- You should be a current Paraplanner with good knowledge of financial planning
- Ideally, you should hold qualifications towards your Diploma in Financial Planning, but not essential
- You should be motivated by joining a growing IFA firm with a collective goal of generating a sizeable, respected business
The Company
Our client is a well established IFA firm with its heritage dating back over 30 years. The business has over £300m FUM plus is regulated to manage the administration of SIPPs and SSASs. With funding in place, the business has exciting growth plans and want motivated individuals to be part of their next 5 year journey.
Paraplanner Benefits
- Salary of circa £35,000 - £40,000 depending on experience
- Office based role
- Standard company benefits at present with desire to add employee perks in due course
- Opportunity to join this business on their exciting next phase
Location
Chesterfield
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