Paraplanner

Reed

Posted 9 hours ago, valid for a month

Wimborne, Dorset BH21 7DR, England

Full Time

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Sonic Summary

Join our team as a Hybrid Paraplanner in Wimborne, Dorset, with a salary of up to £45k.
The ideal candidate should have at least 5 years of Paraplanning experience and a Level 4 Diploma.
You will support Financial Planners by conducting research, creating illustrations, and writing reports based on clients' needs.
The role requires a broad knowledge of investment planning, trusts and estate planning, retirement planning, and equity release.
Benefits include hybrid working after probation, financial support for professional qualifications, staff socials, and a discretionary yearly bonus.

Hybrid Paraplanner

Wimborne, Dorset

Up to £45k

Join Our Team as a Hybrid Paraplanner!

Our client is a leading Financial Planning & Accountancy practice with three offices across Dorset. They are experiencing significant growth and is seeking an experienced full-time Paraplanner to join their team.

The ideal candidate will have at least 5 years of Paraplanning experience, their Level 4 Diploma, and strong technical product knowledge.

You will support a variety of Financial Planners by conducting research, creating illustrations, and writing reports based on clients' needs. The role involves providing advice on investment planning, trusts and estate planning, retirement planning, and equity release. A broad knowledge in these areas is essential.

Benefits -

£35k-45k depending on experience
Hybrid working arrangement after probation period
Financial and study support towards professional qualifications
Staff socials and incentives
Discretionary yearly bonus

Apply Now: If you're interested in this position, please apply using the link or contact Jack Hill directly at .

Join us in making a difference in our clients' lives while advancing your career in a supportive and dynamic environment!

Apply now in a few quick clicks