Job Details

Job description

This Paraplanner job in Calne is seeking an experienced individual to join their small but highly experienced team.

You will be supporting the principle Financial Advisor with the day to day running of his Financial Advisory office. Your main responsibilities will be:

• Report writing
• Drafting suitability letters
• Carrying out research for client meetings
• Client annual review analysis

Paraplanner Requirements

• You should be an experienced Paraplanner with good report writing skills
• You must hold full Level 4 Diploma in Financial Planning 
• You must have 2+ years experience as a Paraplanner
• Ideally you will have experience using O&M, Defaqto, or Selectapension

The Company

This Financial Advice Firm is looking after 75 to 100 affluent and high net worth clients.  They currently consist of 1 Financial Advisor and 1 Administrator and have this fantastic position that has come about due to their previous Paraplanner leaving after being with the company for 10 years.

Paraplanner Benefits

• 20 – 25 hours per week
• 25 hours per week (Pro rata of full time equivalent £42,000 equals £30,000)
• 25 days holiday plus bank holidays
• Hybrid working available 
  

Calne, Wiltshire

Call us now on 0208 0044 154 or click Apply

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