Paraplanner
Paraplanner
Up to £45,000
Hybrid working
This role is best suited to those who have 1+ Year paraplanning experience and working towards their Level 4 diploma in Financial services. The business are offering a salary of up to £45k with hybrid working available after probation is passed. Within the firm, there is a clear progression route from Paraplanning to an advisory position.
The business
The business are a directly authorised, well-established Financial advisory firm who have been in operation for over 15 years, with over £500 million under management. The firm pride themselves in in depth research and high-quality advice, with a large percentage of new clients coming from referrals.
The role
Within the role you will be supporting the many advisor's in the firm with report writing, annual reviews, research, and tax calculations. All administration work will be done by the already in place team.
The benefits
- Salary up to £45,000 (Dependent on experience)
- Hybrid working after probation.
- Progression opportunities.
- 22.5 days annual leave + Bank holidays.
- Birthday off.
- Last day before Christmas off.
- Death in service 3x.
- Company pension
- On-site parking
- Mid-day finish on a Friday
- Full 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.
Required skills
- Advisory
- Financial Advisory
- Financial Services
- Paraplanning
- Report Writing
- Annual Reviews
Reference: 52655295
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