Paraplanner

Finlink Ltd

Posted 8 hours ago, valid for 15 days

Witham, Essex CM8 1UG

Full Time

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Sonic Summary

The position is for a paraplanner based in Essex with hybrid working options.
The salary offered is up to £45,000 per year.
Candidates must be level four qualified and have experience in the paraplanning field.
The firm is a well-established IFA practice that focuses on holistic financial planning and has been operating for over twenty years.
The role involves writing bespoke suitability reports and conducting research across various financial areas, supporting advisors in delivering quality service to clients.

Paraplanner

Essex based with hybrid working

Up to £45,000

If you're an experienced paraplanner looking for a competitive salary within a welcoming, holistic financial planning firm, then this may be for you! The firm is looking for a level four qualified paraplanner and is keen to support candidates in continuing their exams to the chartered level.

The Firm

The business are a smaller sized IFA practice that have been operating for over twenty years. They're well established in the area and focus on providing holistic financial planning for their clients. The natural growth of the business has meant they are now looking for an experienced paraplanner.

The Role

Working as a paraplanner in this firm will see you dealing with a wide range of advice and supporting the advisors with a range of duties. You will be writing bespoke suitability reports and conducting research across IHT planning, Investments, Pensions, bonds, trusts & VCT’s. You'll be working closely with your team and the advisors to make sure the end client gets the quality service the firm is known for.

Benefits

Salary up to £45,000
Exam support
Hybrid working
Other benefits TBC

Applying

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