Paraplanner - route to Advice

Posted 9 April by Cranleigh Personnel

Register and upload your CV to apply with just one click

Paraplanner - route to Advice

Based Leatherhead outskirts

Salary up to £45,000

Are you a part or fully qualified Paraplanner looking for a route to advice?

Do you feel that you would like to have the option to progress into an advisory role in the future, however the route isn’t available at your current company?

Are you feeling that your technical research skills aren’t being utitlised?

Do you enjoy dealing with ultra-high net clients?

If so, then we may have the role for you….

Company/Role information:

  • This is a unique opportunity for a Paraplanner to develop their research and recommendation skills in order to progress in the future into an advisory role.
  • This is an independent boutique firm with a very established client bank - with a typical ultra net worth
  • Hybrid working is considered after probationary period
  • Basic up to £45,000 with discretionary bonus. Hours of work 9am-5pm

So, if you are thinking you need a fresh start and to gain more technical experience and a route to advice, then please apply and then we can run through the role in more detail.

Required skills

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

Application question

Are you currently working as a Paraplanner?

Reference: 52443241

Please note Reed.co.uk does not communicate with candidates via Whatsapp, and we will never ask you to provide your bank, passport or driving licence details during the application process. To stay safe in your job search and flexible work, we recommend visiting JobsAware, a non-profit, joint industry and law enforcement organisation working to combat labour market abuse. Visit the JobsAware website for information and free expert advice for safer work.

Report this job