Location
Loughborough
Salary £35000 - £42000 TypePermanent WorkplaceHybrid Ref89495
Recruiter Managing This Role
Paraplanner Loughborough Up to £42,000
A highly unique and successful Wealth Management firm based in the midlands are looking to add a Paraplanner to their dynamic team. They provide clients with independent holistic financial planning advise to company owners, HNWs and mass affluent clients.
As well as undertaking typical paraplanning duties, you will have the chance to be client-facing as you will be calling up leads generated by the marketing function with the aim of getting initial meetings booked in with the financial advisers.
Whats needed to be considered?
In order to be considered for this unique trainee paraplanner opportunity, candidates need to have:
1. Previous experience working in a financial planning firm
2. Full experience of suitability report writing and cash flow forecasting
3. Partially/fully level 4 qualified
4. Looking to stay within a Paraplanning role
Benefits
5. car parking provision
6. Generous salary/bonus
7. Group scheme benefits pension scheme, death in service & income protection plan
8. Career and personal development pathways
9. Generous social budget and team away days
10. Agile and home working policies can do any hours outside of 10am 2pm