Paraplanner
5 days ago Be among the first 25 applicants
This range is provided by Finlink. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range
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Director at Finlink Ltd | Helping financial service professionals advance their careers
Up to £45k
This role is suited for an experienced Level 4 qualified Paraplanner (or nearly qualified) looking to join an established advisory firm. Our client is seeking a dedicated and driven individual to join their team based in Bracknell. The position offers a salary of up to £45,000, along with valuable share options, providing long-term security and progression opportunities.
The Business
This company is a directly authorised, independent financial advisory firm with over 10 years of establishment and multiple office hubs across the UK. Founded by an industry leader with a highly successful background, they are expanding rapidly. They focus on delivering exceptional client service and invest heavily in staff training and development.
The Role
As a Paraplanner, your duties will include supporting advisors by preparing technical reports, conducting in-depth research on various funds, performing cashflow analysis, and more. You will work closely with advisors to ensure optimal client outcomes.
The Benefits
* Salary up to £45,000
* 25 days holiday plus bank holidays and your birthday off
* Hybrid working arrangements
* Annual discretionary bonus of up to 10%
* Valuable share options for all employees (please ask for details)
* Flexible working hours, e.g., 9am – 5:30pm or 8am – 4:30pm
Applying
To learn more and apply, simply submit your application here. Our team will contact you to arrange an interview with the business.
Seniority level
* Not Applicable
Employment type
* Full-time
Job function
* Research and Strategy/Planning
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