Paraplanner - Part or Fully qualified

Paraplanner - Part or Fully qualified

Location: Ashby de la Zouch

Salary: £32,000 - £36,000 depending upon experience

Are you a Paraplanner now looking for your next move?

If so, then we may have the opportunity for you...

The role/Company:

• This wealth planning practice has over 12 in the team
• They have fantastic opportunities for career growth as are currently in the middle of a period of considerable growth and expansion
• You will have full exam support and development - whether that’s completing your Diploma or continuing your Chartered exams
• You will be working closely with the Partners and Advisers and researching products, investment strategies and financial planning solutions, tax calculations, preparing financial planning and recommendation reports for client meetings, including provision of a high level of technical support.

As a Paraplanner:

• You will need previous experience within a paraplanning role. You will have experience of paraplanning duties including cash flow modelling and writing suitability reports
• You may have taken some professional qualifications already or be keen to continue, if so, full support is available to help you do this.

If you are ready for a change to an expanding wealth planning practice, then please apply.