We are working with a well-established financial advisory firm dedicated to providing comprehensive and tailored solutions to their clients. We are currently seeking a 'career' Paraplanner to join their dynamic team.
Working Arrangements:
* Hybrid role: 2 days remote work, mandatory office presence on Mondays.
Benefits:
* 30 days holiday plus Bank Holidays.
* Wellbeing day, birthday off, and volunteering day.
* Matched pension contribution up to 5%.
* Death in Service (DIS) x4.
* Private Medical Insurance (PMI) after probation (6 months).
* Exam fees covered.
* Onsite parking available.
Role Overview:
As a Career Paraplanner, your primary responsibilities will include:
* Conducting thorough research to support the advisory team.
* Producing high-quality and detailed suitability reports
* Ideally, the ability to perform cashflow modelling and present findings to clients.
Requirements:
The ideal candidate will possess:
* Demonstrable experience as a Paraplanner.
* relevant financial planning qualifications
* Strong research and analytical skills.
* Excellent report writing abilities.
How to Apply:
If you are a dedicated and experienced Paraplanner seeking a challenging and rewarding career, we invite you to apply