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Paraplanner

Woking
Additional Resources Ltd.
Posted: 8h ago
Offer description

Job Description

An exciting opportunity has arisen for a Paraplanner to join a well-established financial advisory firm offering pensions, investments, retirement planning, and protection solutions providing clear, tailored financial guidance for individuals and businesses.

As a Paraplanner, you will be providing comprehensive technical support to financial advisers, contributing to complex and rewarding financial planning cases.

This office-based role offers a salary range of £40,000 - £50,000 and benefits. Must be locally based or within a reasonable commuting distance.

We are seeking two paraplanners, 1 with level 4 and 1 with level 6 qualifications.

What We Are Looking For

* Previously worked as a Paraplanner, IFA Administrator, Financial Planning Administrator, Financial Planning Assistant, Financial administrator, IFA or in a similar role.
* Have at least 2 years of paraplanning experience
* Must have Level 4 or Level 6 in Financial Planning
* Strong verbal and written English communication

What’s on Offer

* Competitive salary
* 25 days holiday plus bank holidays
* Pension scheme
* Discretionary annual bonus
* Death-in-service cover
* Free parking
* Support for professional development and further qualifications

This is an excellent opportunity for a dedicated Paraplanner to advance their career within a dynamic and respected firm.

Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone, or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us.

Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.

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