Paraplanner

Paraplanner

£40,000 - £55,000 |

Paraplanning/ Report writing & IFA admin experience

Londonon

Level 4 Diploma qualified

YOUR NEW COMPANY

A leading Financial Planning business is currently seeking a Paraplanner to join their growing team.

The role will be to provide support to a friendly team of Financial Advisors. Working as part of a team you will have experience of paraplanning and work as part of a support team.

You will be required to liaise and communicate with internal and external stakeholders and must be able to write Financial Planning reports.

This is an excellent opportunity to join a forward thinking and expanding company where the rewards and career progression are excellent.

This is a very well-respected firm looking to grow their paraplanning and support team.

The business delivers a modern financial planning experience and offers hybrid home/office working.

THE ROLE

The business is looking for Paraplanners with a minimum 2 years experience in a Paraplanner role.

• Employed Paraplanner role
• Diploma qualified
• Competitive package and career progression
• Report writing essential
• Continuous training and support
• Flexible working- hybrid home/office working

WHAT YOU'LL NEED TO SUCCEED:

• 2 years minimum experience as a Paraplanner
• Organised and able to work as part of a team
• Good communication skills
• Aiming to become Chartered

NEXT STEPS

If you are happy to apply for this position, please click on the apply button and remember to attach a copy of your CV. One of our consultants will be in touch to discuss the opportunity and answer any questions you may have around the role. Where appropriate we can also recommend other relevant opportunities to you that match your requirements.

Synonyms: Paraplanner, IFA Support, IFA Administrator, Report Writing, Independent Financial Advisor, Financial Advisor, Financial Adviser, Financial Planner, Wealth Adviser, Financial Planning, IFA, Wealth Planning

Vision-FS Recruitment is a leading Financial Services Recruitment business covering the UK FS market. Financial Planning | Wealth Management | Employee Benefits Recruitment. www.vision-fs.co.uk