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Part time Paraplanner
Up to £50,000 (FTE)
Office based role
This Part-time Paraplanning role is best suited for those with 3+ years experience and level 4 qualified within financial advice. This role is 3 day a week, with flexibility, including around school hours. They require a minimum of 20 hours a week and will offer up to £50,000 FTE.
The Company
This well-established financial planning firm based in Orpington are directly authorised and specialise in providing advice on pensions, investments, protection and corporate services.
The Role
You will be providing Paraplanning support to advisor's within the firm due to the increased workload. This will include writing suitability reports to document the advice provided. You'll also undertake cash flow modelling based on each client's unique circumstances. This role has the chance to move to speaking to clients and giving advice in the future, managing a small client bank provided by the firm.
The Benefits
- Full time equivalent salary up to £50,0000 depending on experience.
- Generous holiday entitlement
- Employer pension contribution
- Sick Pay
- Free parking provided
If you're ready to take the next step in your career, we'd love to hear from you. Don't miss out on this fantastic opportunity - apply now!
