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Paraplanner

Paraplanner

Finlink Ltd

Posted 17 days ago, valid for 10 days

Reading, Berkshire RG30 3HG

£25,000 - £35,000 per annum

Full Time

Employee Assistance

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Sonic Summary

The role of Paraplanner offers hybrid working and is ideal for candidates with paraplanning experience and a level 4 qualification.
The position is located in Reading, within a fast-growing Financial Services practice with offices across the UK.
As a Paraplanner, responsibilities include collaborating with advisors, conducting research, and preparing suitability reports.
The salary for this position is competitive, and there are opportunities for progression due to the company's growth plans.
Benefits include a minimum 5% pension contribution, private medical insurance, a discretionary 10% annual bonus, and 28 days of annual leave plus bank holidays.

Paraplanner

Hybrid Working

This role is best suited to those who already have paraplanning experience, and ideally have their level 4 qualification. At this business you will benefit from being part of a large team, where you will receive support, have hybrid working, great benefits, and due to growth plans, there will be opportunities to progress further within the business.

The business

The business is a fast-growing and well-established Financial Services practice with offices across the UK. The business is growing organically, as well as through acquisitions, hence the need to expand the support team. This position is based in their Reading office.

The Role

As a Paraplanner, you will be collaborating closely with their advisors and administrators to undertake the necessary research and deliver suitability reports. You will be preparing pre-approval documentation, conducting relevant financial calculations, communicating effectively internally and externally, as well as being confident issuing instructions to the Client Admin Team.

Benefits

Hybrid working
Death in Service (4 x annual salary)
Private Medical Insurance provided by Vitality.
Group Income Protection
Employee Assistance Programme
Medicash (healthcare cash back plan)
Pension 5% minimum (company will match up to 10%)
Discretionary 10% annual bonus based on company performance.
28 days + 8 bank holidays, entitlement will rise 1 day per calendar year of service, up to a maximum of 30 days for each additional year.

If you want to find out more about this opportunity, then simply apply here. You can then leave the rest to us in terms of arranging an interview with the business.

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