Paraplanner (Progression to Financial Advisor)
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Cambridge
£35,000 to £45,000 + Hybrid Opportunities + Company Pension + Career Progression + Study Support
Are you a Paraplanner, Level 4 qualified or similar, looking for a new role within an ambitious and growing company known for their excellent reputation and taking care of their valuable staff by offering career progression opportunities, company pension, study support, hybrid working and more great benefits?
Do you want to join a well-established and respected financial firm, going from strength to strength with their high staff retention rate and excellent service, placing high value in their employees, offering great company benefits, clear routes to progress your career, hybrid working and more?
On offer is a fantastic opportunity to join a client focused and growing firm, specialising in a range of financial services across the UK, looking to grow their expert and friendly team. With over 10 years of establishment and over 100 employees, this business is continuing to expand, reaching new clients and investing in their team, offering great benefits and chances to progress your career.
In this role you would be responsible for assisting and supporting the advisors with research, report writing and administrative support to clients.
The ideal Paraplanner would have come from a similar background, with experience in financial services and would be Level 4 qualified, similar or working towards.
The Role :
General assistance and providing support to the advisors
Preparing reports and conducting financial analysis
The Person :
Experience in a Paraplanner role or similar
Level 4 qualified or working towards
Looking to join a growing company
Keywords : Paraplanner, Finance, Wealth Management, Administrator, Hybrid, CII, Consultant, Cambridge, Cambridgeshire
Reference : 22648
If you are interested in this role, click 'apply now' to forward an up-to-date copy of your CV.
We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered renumeration will be dependent on the extent of your experience, qualifications, and skill set.
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