Location
Bedford
Salary £42000 - £50000 TypePermanent WorkplaceHybrid Ref88475
Recruiter Managing This Role
Senior Paraplanner Bedfordshire
£45,000 £50,000 with parking
An excellent opportunity is available for an experienced Senior Paraplanner to join a well-established and busy Financial Services Practice in Bedford. This small but growing firm has built a strong reputation in the industry, offering highly personalised financial planning and investment management services with a client-centric approach.
This is a key position within the business, working closely with the Managing Director and three Financial Advisers. You will have the chance to sit in on client meetings and be involved in the full financial planning process as a key support to the Advisers.
The company are aiming to stay up to date by implementing the latest technology including utilizing Financial Planning Artificial Intelligence. They are on a growth trajectory with additional hires planned across the year.
Whats on Offer?
1. £45,000 £50,000
2. Exam Support
3. 5% ee, 5% er
4. Hybrid Working (after probation)
5. Parking Provided
6. 25 Days Annual Leave, Birthday off, plus Bank Holidays
7. Direct exposure to client meetings and mentorship from the MD
8. Opportunity to train a Junior person
Role Requirements
9. Level 4 Diploma Qualified
10. Previous experience within a Financial Services Practice
11. Ideally experience using Intelligent Office back office system, or similar
12. Strong analytical skills and experience with Cash Flow Planning
Whats Next?
Apply today to be considered for this Paraplanner position. If suitable, one of our specialist consultants will reach out to discuss the opportunity in more detail before submitting your CV. During this conversation, well also explore any additional opportunities that match your skills and career goals.
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