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Hybrid Paraplanner

Cameron James
Posted 19 hours ago, valid for 10 days
Location

Uxbridge, Buckinghamshire UB8 1DH, England

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • A fantastic opportunity has arisen to join a successful firm of Financial Advisors providing Paraplanning Support.
  • The ideal candidate should have recent IFA paraplanning experience or strong financial services administration experience for a junior role.
  • Candidates must be Level 4 qualified or demonstrate progress towards this qualification and have experience with iO and FE Analytics.
  • The position offers a negotiable basic salary with an uncapped bonus and study support for ongoing qualifications.
  • Candidates are expected to work in Hillingdon, with the option to work from home up to 2 days a week after an initial induction period.

A fantastic opportunity has arisen to join a highly successful firm of Financial Advisors placed in beautiful surrounding just outside of town providing Paraplanning Support.

Ideally, they are looking for a paraplanner - but are also open to a junior dependent on ability and current experience - someone who has :-

Recent IFA paraplanning experience or for a junior, with strong financial services administration experience

Level 4 qualified or evidence of working towards

Experience of using iO and FE Analytics

Suitability report writing experience or the ability to be able to develop towards

on offer :-

A basic salary neg with an uncapped bonus

Study support for ongoing qualifications

Opportunity to develop in house, either to adviser role or customer facing senior paraplanner role

The office is based in Hillingdon with car parking available. They are not ideally placed for public transport links so any potential candidate would either need to live locally, or drive.

They would like office based, but are flexible and would allow up to 2 days a week working from home after an initial induction period.

Please apply on-line or contact Cameron James for a full comprehensive job description.

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In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.