Salary: £40,000 DOE
Our client is a bespoke and independent financial planning practice based in Newbury. They are made up of a tight knit, fun and sociable team in an open plan office and provide holistic financial advice.
Due to expansion and continued growth in the business they now require a financial planning professional to set up the Paraplanning function within the business. You will be given the freedom to work alongside the 3 IFA’s within the business and build a team around you.
What’s needed for me to be considered?
- Level 4 Diploma in Financial Planning
- Working knowledge of Selectapension and Defaqto is desirable
- Proven experience within a Paraplanning position
Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.
Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.
Job Synonyms: Report Writer, Financial Planner, Technical Sales Support, Technical Planner, Para Planner