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Paraplanner - SJP experience - Part or Fully qualified

Paraplanner - SJP experience - Part or Fully qualified

Posted 30 May by Cranleigh Personnel
Easy Apply Ended

Paraplanner - SJP experience - Part or Fully qualified

Location: Brixworth

Salary: £32,000 - £35,000

Hours: 9am-5:30pm

Are you currently working for an SJP practice, as a Part or fully qualified paraplanner?

Or perhaps as a Senior Administrator, working towards the diploma, with exposure to aspects of paraplanning such as suitability letter writing, cash flow and research?

Do you want to join somewhere with genuine options for career growth through to advice if desired?

Would you love the opportunity to play a key role in a business as the main paraplanner, with ample administrative support?

If any of these sounds like you, then this role could be a great next step.

The role/Company:

  • This SJP practice is based in Brixworth is a well-established boutique practice with 8 employees, and plans to continue to expand steadily.
  • They are looking for an individual to join them as the mai Paraplanner, supporting two Advisers.
  • You will be working closely with 1 other Junior Paraplanner and so anyone who enjoys mentorship will also thrive in this role
  • The role will involve producing full illustrations, cash flow modelling and writing in-depth suitability reports
  • The company is looking for their next hire, due to moving their current paraplanner through to an adviser role, and so backfilling. They are very happy to follow the same process with the new hire, and steadily move this individual through to advice as well if desired.

Things to note:

Ideally fully office based although some hybrid options can be discussed. 21 days holiday, rising to 25 with each year in the business. Full support with the diploma and onto Chartered exams provided.

If you are ready for a change to an expanding SJP practice then please apply

Required skills

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

Reference: 52760321

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