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Junior Paraplanner
Up to £34,000 (£38k with bonus)
Hybrid working
This role is suited to those with experience within IFA Administration/paraplanning and working towards their Level 4 Diploma in Financial Planning. The company is looking for those who want to grow their experience and become a fully fledged, qualified paraplanner. If this is what you're looking for, then please apply!
The Company
The company are a medium-sized firm of chartered financial advisors, based in Surrey. They offer a training/support scheme and assistance in potential future studies to all employees. These employees also have the opportunity to join the Employee Ownership Trust, so you will become a genuine partner in the business and can benefit from its success. They also prioritise care of their clients, with remuneration to the firm through hourly fees rather than commissions, allowing them to give genuinely impartial advice to the clients.
The Role
Working in this role can vary somewhat as it depends on the level of experience on the candidate. If you have less experience, then it may involve more basic adminsitration work whilst you build into more techinical paraplanning work. Alternatively, for those with a bit more experience, you'll jump straight into the deep end with more technical research and report writing to support the advisor.
The Benefits
- Competitive salary of up to £34,000 (negotiable upon experience)
- Bonus scheme generating up to an additional £4,000
- Hybrid working options
- Employee ownership trust
- Quarterly bonus payment & staff reward scheme
- Annual holiday entitlement of 25 days
- Employer pension contribution
- Death in service Cover
- Income Protection cover
- Cycle to work scheme
- Christmas party, summer day out as well as other social events
If you think this is of interest to you, then the next step is to apply. Don’t worry, the application is simple, just attach your CV along with your basic contact details.
Synonyms
Client support, Client delivery administrator, Financial Planning Assistant, Financial Administrator
