Job Description
This well established, local directly authorised financial planning firm in Bradford-on-Avon is looking to recruit technical Paraplanners as part of their growth journey
As a Paraplanner within this team, you will regularly be involved in working on HNW & UHNW cases due to their average client holding being £1m. As such, they are seeking talented, technically strong individuals capable of working on bespoke cases in tandem with their Financial Advisors.
The business often has cases involving trusts, therefore candidates with experience and/or holding STEP qualification would be advantageous.
Furthermore, the business is due to embark upon their next chapter of growth and are looking for growth minded individuals who are excited by the prospect of collectively growing together, embracing technology and always looking to achieve excellent client service.
Career progression available such as support towards becoming a specialist in key areas or onto becoming a Financial Advisor
Technical Paraplanner Requirements
1. You must be Level 4 Diploma qualified and ideally with advanced qualifications such as towards Chartered or niche areas like STEP qualification
2. You must be an experienced Paraplanner, confident undertaking thorough research and report writing
3. You should have desire to be part of a growing team and take an active role in delivering growth for the bu...