Job Details

Job description

Are you a Diploma qualified Paraplanner near Shrivenham, looking to join a growing wealth planning firm?

You will be joining their experienced support team of circa 10, including Paraplanners and Administrators, who assist their team of 10 Financial Advisors. The Financial Advisors work with full range of clients, including significant level of HNW clients. Therefore, you should have good knowledge of tax and trusts, as well as experienced in pensions and investments.

Paraplanner Requirements

• You must be an experienced Paraplanner
• You should hold your full Diploma in Financial Planning
• You must have good attention to detail, with right first time attitude to your work 

The Company

This wealth planning firm has a strong team of likeminded individuals, motivated to closely support their clients with holistic financial planning. The business continues to grow their team of Financial Advisors and support staff

Paraplanner Benefits

• Salary of circa £35,000 depending on experience
• Remote based role currently, with view to returning to their office in Shrivenham in due course
• Free car parking available
• Joining a team of likeminded Financial Advisors and support staff

Location

Shrivenham

Call us now on 0208 0044 154 or click Apply

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