We are seeking a paraplanner to join their growing Paraplanning Department to work closely with Financial Planners and produce competent suitability reports. We offer the right candidates the opportunity to work closely with our Investment Committee or to develop into Financial Planner roles, should that be their ultimate career objective.
What are the progression routes?
The team can offer a clear route to advising (currently 7 advisers are former paraplanners), the current recruitment need now is due to 2 more Paraplanners becoming advisers.
For ‘career paraplanners’, over time, there is potential opportunity to diversify the role:
* Compliance
* Training & Competence
* Team Management responsibilities
Investment Management (working alongside our DFM arm)
50/50 hybrid arrangement over a two-week rota; during a 2 week period you can work from home for 5 days.
Paraplanner Salary up to £38,000
Benefits, Death in Service, Medical back plan and access to Private Medical, Study support package including exams and study leave paid for, Bonus scheme. Holiday is 21 days + Bank Holiday and Christmas off as well as the opportunity to buy and sell holiday
Job Responsibilities:
1. Work closely with Financial Planners to formulate advice, ensure client files remain compliant and produce competent suitability reports.
2. Complete annual suitability rev...