Paraplanner

We are assisting a bespoke Financial Planning practice based in the Whitney area. They specialise in providing personalised and whole of market financial advice to UHNW clients helping them to achieve their lifelong financial goals. Due to continued referrals from their loyal clients, the business has grown year on year.

• Up to £45,000
• Pension
• Office closed over Christmas
• Birthday off
• Lovely office environment and culture
• Bonus
• Exams will be supported and paid for

Due to the business’s development and growth, the successful candidate will have the opportunity to move into an advice role in the future if that’s the pathway you want to follow.

What’s needed for me to be considered for this Paraplanner position?

• Level 4 Diploma qualified (or close to achieving)
• Proven experience within an IFA environment
• Experience with conducting product research and writing suitability letters is desired

If this specific paraplanner vacancy is not exactly what you are looking for don’t hesitate to contact us to discuss other opportunities we may be recruiting for that aren’t necessarily advertised; you can send your CV to this vacancy or contact us directly. Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.

Synonyms: Client service, adviser support, paraplanner, paraplanning, para planner, para-planning, financial planning support, private client administrator