Paraplanner

Are you an experienced Paraplanner who's looking for an varied role working with directors to cover pension, investment and mortgage Paraplanning? This IFA practice in South Wales could be the perfect place for you to grow.

The Business

The firm is a wealth advisory businesses that offer advice on pensions, investments, protection, mortgages, etc. They have a niche clientele and focus on those within the medical field. They are directly authorised and are an established business, operating for over 15 years. The firm has over 10 advisor's and an administration team to support them, who they are looking to add to!

The Role

Working as an Paraplanner within this firm will see you carrying out a range of duties. The firm is looking for paraplanning help within both the wealth and mortgage side and so that will include complete, end to end paraplanning with an emphasis on report writing an research with potential to help with administration duties. The role can also develop long-term into a range of options, including support to finish Level 4 diploma for those individuals that are currently part qualified.

Benefits

• A salary of up to £40,000
• Pension scheme
• Holidays
• Office-based - surrounded by a team to support you
• Support in gaining the level four qualification in financial advice
• A growth/development path within a quality IFA practice

Requirements

The business are searching for an individual with Paraplanning experience, who is part level 4 qualified, full level 4 desirable.

Application

If this role sounds of interest to you, please click the apply button and we will be in touch as soon as we can.