Paraplanner

Reed

Posted 2 days ago, valid for 15 days

Wimborne, Dorset BH21 7DR, England

Full Time

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Sonic Summary

The Hybrid Paraplanner position in Wimborne, Dorset offers a salary of up to £45k.
The role requires at least 5 years of Paraplanning experience and a Level 4 Diploma.
Candidates will support Financial Planners by conducting research and preparing reports based on clients' needs.
Key areas of knowledge include investment planning, trusts, estate planning, retirement planning, and equity release.
The position also includes benefits such as hybrid working arrangements, financial support for qualifications, and staff incentives.

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

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