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Paraplanner,
Hybrid, Cheshire,
Up to £40k
This role is for you if you’re a Paraplanner with a minimum of 1 years’ experience that wants to be part of a growing Chartered IFA practice as a paraplanner where you should wish, there is an opportunity to be a Financial Advisor in 2-3 years’ time.
Preferably you will have your Level 4 diploma or be close to achieving it, and the business will provide you with study support should you need it.
You will benefit from joining a large team where you will receive guidance, study and exam support, hybrid working, flexible hours, and a business that cares about your growth.
The Business
The business is a Chartered IFA that is based in the north of Cheshire. The business has exciting growth plans within the next few years and seeks to expand their Paraplanning team.
The Role
As a Paraplanner, you will have a wide range of duties which would include analysing information and conducting research to produce appropriate suitability reports, providing records to support research undertaken, preparation of existing client files for reviews, and proposing and drafting financial solutions that meet the client’s goals, needs, and objectives.
The Benefits
- Up to £40k
- Progression route into a Financial Advisor role.
- Hybrid working available.
- Study support.
- 25 days annual leave + bank holidays. Rising with length of service.
- 4 x Death in Service.
- 2 hours a week dedicated to personal development.
- Employer Pension Contributions.
- Flexible work hours. Core hours are 10am - 12pm & 2pm - 4pm.
- Onsite parking.
If this sounds like a great opportunity, please apply and one of our team will be in contact to support you with the application journey.
