Technical Paraplanner

This well established, local directly authorised financial
planning firm in Bradford-on-Avon is looking to recruit technical Paraplanners as
part of their growth journey

As a Paraplanner within this team, you will regularly be
involved in working on HNW & UHNW cases due to their average client holding
being £1m. As such, they are seeking talented, technically strong individuals
capable of working on bespoke cases in tandem with their Financial Advisors.

The business often has cases involving trusts, therefore
candidates with experience and/or holding STEP qualification would be
advantageous.

Furthermore, the business is due to embark upon their next
chapter of growth and are looking for growth minded individuals who are excited
by the prospect of collectively growing together, embracing technology and
always looking to achieve excellent client service.

Career progression available such as support towards
becoming a specialist in key areas or onto becoming a Financial Advisor

Technical Paraplanner Requirements

• You must
  be Level 4 Diploma qualified and ideally with advanced qualifications such
  as towards Chartered or niche areas like STEP qualification
• You must
  be an experienced Paraplanner, confident undertaking thorough research and
  report writing
• You
  should have desire to be part of a growing team and take an active role in
  delivering growth for the business

Technical Paraplanner Benefits

• Salary
  negotiable depending on experience and qualifications
• Plus
  company benefits
• Mainly
  office based role with potential for 1 – 2 days from home
• Fantastic
  opportunity to play a key role within a well-established, growing team

Locations

Bradford-on-Avon

Call us now on 0208 0044 154 or click Apply

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