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Paraplanner

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Location

Alton

Salary £30000 - £40000
TypePermanent
WorkplaceHybrid
Ref84449

Recruiter Managing This Role

Paraplanner – Alton – £40,000 +

Due to a recent acquisition the company are now looking for a new Paraplanner to join the team in their Alton office. The current Paraplanner has progressed into a trainee advisor role so there is a space in the new team. The client have 3 offices based around the UK.

Benefits: 

  • Discretionary Bonus
  • 23day holiday plus Christmas (holiday buy scheme)
  • Social events
  • Pension Scheme
  • Vouchers and rewards 
  • Benefit from referral schemes

What’s needed to be considered?

In order to be considered for this Paraplanner opportunity, candidates need to have –

  • Level 4 Diploma in Financial Planning or equivalent.
  • Strong understanding of financial principles, investment strategies, and planning techniques.
  • Previous experience in a financial institution or advisory firm in a support role is advantageous.
  • Familiarity with financial software, tools, and databases.

What’s next?

Apply today to be considered for this Paraplanner 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. Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.
*paraplanner, adviser support, technical queries, client liaison, paraplanning, adviser associate, para-planner

Back To Paraplanner Job Description

Application For Paraplanner