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Paraplanner
Up to £40k
Wiltshire
This role is best suited to individuals that have been Paraplanning for at least 1 year, but the company are also open to conversations with experienced Administrators or Administrators with report writing experience. Level 4 Diploma is desirable but not required. Salary up to £40k.
The Business
The business is a directly authorised Financial advisory firm who have been in operation for over 15 years. The firm have over 30 offices in the UK with more than 500 staff servicing over 20,000 clients. The team have a considerable experience in investments, tax planning and pensions. The firm pride themselves in being a client centric firm providing high-quality advice.
The Role
Within the role you will be providing high quality support for the team, working closely with the financial planners. You will be writing reports, conducting in-depth research on both existing and potential arrangements. In addition, if required you may be needed to prepare review packs and illustrations as well as keeping up to date with legislation.
The Benefits
- Salary up to £40,000
- 25 days holiday (Rising with length of service)
- Birthday off + Holiday purchase scheme
- Life assurance
- Pension
- Corporate eyecare
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 and we’ll do the rest.
