Paraplanner

This Paraplanning role Is suited to those who hold a Level 4 Diploma in Financial advice and have 2+ years’ experience within the role. They are looking for someone with great technical ability to support a recently appointed advisor. This is a hybrid role, with 1 day in the office, with the possibility to go to fully remote. The salary for the role is up to £50,000 depending on experience.

The Company

The financial advisory firm are a medium sized business who have been in operation for over 10 years who provide fee-based advice with their clients at the forefront of everything they do. The firm is completely independent with an administration team already in place and ready to assist you.

The Role

You will be providing Paraplanning support to one advisor. Working closely with the advisor and the administration team you’ll be undertaking the necessary research in order to assist the advice process. You will then prepare the recommendation reports to support the advisors in providing the best advice to the clients.

The Benefits

• £40,000-£50,000 Salary (Dependant on experience).
• Hybrid working with the possibility of working remotely.
• Private medical insurance.
• Generous annual leave.
• Company pension.
• Further benefits to be confirmed.

If you think this is of interest to you, then the next step is to apply. Don’t worry, the application is simple, just attach your CV along with your basic contact details and we’ll do the rest.