Job Description
Private Wealth Management
£37,000 - £45,000 (DOE) - Excellent Benefits
Hybrid working after probation period
The Directors are creating a brand-new role for a Paraplanner who Diploma Qualified or a few papers is away from being qualified. With offices based near Gatwick, you
You will be responsible for researching pensions, investments and protection, undertaking full analysis of the client’s existing circumstances and objectives / ambitions and then write a comprehensive proposal to achieve those goals.
Alongside the paraplanning duties, the business would like this individual to assist in delegating workflows to their Paraplanners.
You will work alongside and be supported by their Administration team, so that you can focus on the technical duties.
The Paraplanner is looking to offer £37k - £45k basic salary (Dependant on Experience), possibly more for the right candidate with an attractive benefits package including 25 days holiday, DIS and private medical cover. If a supportive environment where all the staff actively help each other and want to gain the most out of their work is appealing to you whilst also having some fun along the way, then this role will be perfect for you.
If this Paraplanner role sounds of interest or any other roles I am working on please get in touch with Sam at Financial Divisions.