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A reputable, established Financial Planning company is seeking a Technical Paraplanner to join their thriving team. The company has experienced steady growth over the past few years and has achieved this through developing strong relationships and their balance of professionalism and friendliness has a big part to play in their success.
They are proud to be a highly reputable financial planning firm that provides financial planning solutions to individual clients, companies, company directors and self-employed individuals.
They have created a culture where the business remains client-focused and encourages everyone to achieve their goals. You will be working with a friendly and supportive team of support staff in assisting four experienced Financial Advisers.
Benefits:
- £40,000 - £50,000
- Bonus structure
- Onsite Parking
- Pension contribution
- 4x salary death in service benefit
- 25 days holiday
- Exceptional office location
Future Opportunities:
You could be the team leader to another paraplanner or in a 3-5 year window, you could transition into an Adviser position.
What’s needed for this paraplanner position?
- Experienced as a paraplanner within a similar financial planning environment
- Ideally, hold the CII Level 4 diploma in financial planning
- Excellent communication, both written and verbal and attention to detail is essential to succeed
- Proactive and client-centric
If this specific paraplanner vacancy is not exactly what you are looking for don't hesitate to contact us to discuss other opportunities we may be recruiting for that aren’t necessarily advertised; you can send your CV to this vacancy or contact us directly. Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.
Client service, adviser support, paraplanner, paraplanning, para planner, para-planning, financial planning support, report writer
