Position: Paraplanner
Location: Trowbridge
Salary: £35,000 - £40,000 + Hybrid (2 Days in Office) + Bonus + Wellness Program + Increasing Holiday With Service + Pension + Flexible Fridays + Time in Lieu + Study Support + Work Life Balance + 2 Days WFH + Progression
Overview: Are you an IFA Admin with a Level 4 qualification in Financial Planning looking to advance into a paraplanning role within a reputable financial services company? This role offers excellent work-life balance, hybrid working, shorter hours every other Friday, and increasing holiday entitlement based on service.
Responsibilities:
1. Preparing compliant 'Financial Life Plan' reports detailing consultants' recommendations.
2. Investing client funds according to recommendations.
3. Evaluating investment portfolios.
Candidate Profile:
* IFA Admin with Level 4 in Financial Planning.
* Able to commute to Trowbridge at least 2 days a week.
Additional Information: The company has experienced consistent growth, with a 25% revenue increase annually over the past 25 years. They work with high net worth clients (over £400k).
Application: If interested, click 'apply now' to submit your CV. We are an equal opportunities employer, and salary is dependent on experience and qualifications.
Note: Reference Number: 20781
Keywords: Paraplanner, finance, financial planning, investment, client management.
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