Paraplanner - SJP - Part or Fully qualified

Posted 25 April by Cranleigh Personnel
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Paraplanner - SJP experience - Part or Fully qualified

Location: Swindon Outskirts

Salary: £25,000 - £30,000 depending upon experience

Hours: Full time

Are you currently working for a smaller SJP practice and are looking to join a larger practice?

Or are you feeling like your career is developing enough with your current SJP practice?

Or maybe you are currently working in an IFA but are looking to transition to SJP

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

The role/Company:

  • This SJP practice is based on the outskirts of Swindon and has over 20 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 Advisers and producing full illustrations, cash flow modelling and writing in-depth suitability reports

As a Paraplanner:

  • You will need previous experience within an SJP practice or IFA
  • 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 SJP practice then please apply.

Required skills

  • Finance
  • Financial Planning
  • Paraplanning
  • Project Management
  • Structured Finance
  • Tax Planning

Reference: 52534172

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