Job Details

Job description

This Paraplanner job is available for experienced individuals looking to join a growing wealth planning firm.

You will be joining their experienced support team, including Paraplanners and Administrators, who assist their team of 28 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.

You will be providing technical, research and administrative support to the Financial Advisers to develop suitable client recommendations. Also, you will be supporting Financial Advisers in developing and maintaining long term ongoing client relationships.

Paraplanner Requirements

• You should have experience in a paraplanning role and have written suitability reports
• Ideally you should hold your full Diploma in Financial Planning but not essential
• You must have good attention to detail, with right first time attitude to your work 
• You must be highly organised

The Company

The business was established over 30 years ago and has grown organically and through acquisitions to now manage over half a billion of AuM. The business is led by a forward-thinking board of Directors with a wealth of industry experience behind them. They have a strong team of likeminded individuals, motivated to closely support their clients with holistic financial planning.

Paraplanner Benefits

• Salary of £28,000
• Flexibility to be office and home based. For example, 3 days from home and 2 days in the office or vice versa
• Working hours of 9am-5pm Monday to Thursday and 9am-3pm Fridays. Can be flexible for example, 8am-4pm or 10am-6pm or even work around school run
• 25 days off plus bank holidays and 3 additional days between Christmas and New Year plus birthday off
• Free car parking available
• Provide financial support towards qualifications along with a £250 bonus per qualification passed as an incentive
• Joining a team of likeminded Financial Advisors and support staff

Location

• Shrivenham
• Broadstone

Call us now on 0208 0044 154 or click Apply

Liability and Disclaimer

Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.