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Paraplanner (Level 4)
£45,000 - £50,000 + 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 a Week WFH + Progression
Location: Trowbridge
Are you a Paraplanner with a Level 4 in Financial Planning, looking to join a tight-knit, friendly team in a financial services business that offers work-life balance, more time at home than in the office, 9-5 hours with a shorter day every other Friday, and increasing holiday entitlement with service?
This role offers the opportunity to work with an IFA serving high net worth clients (over £400k). The company has consistently grown its revenue by 25% year on year over the past 25 years.
Your responsibilities will include supporting consultants, preparing compliant 'Financial Life Plan' reports detailing recommendations, investing client funds according to advice, and evaluating investment portfolios.
This position is suitable for a Paraplanner with a Level 4 qualification in Financial Planning seeking work-life balance, hybrid working, reasonable hours, and time in lieu.
The Role
* Preparing compliant reports / 'Financial Life Plan' reports detailing recommendations
* Investing client money as per recommendations
* Evaluating investment portfolios
* Working hours: 9-5, Monday to Friday
The Person
* Paraplanner
* Diploma in Regulated Financial Planning
* Able to commute to Trowbridge 2 days a week
Reference Number: 20781
Keywords: Paraplanner, finance, consultant, clients, planning
If interested, click 'apply now' to submit your updated CV.
We are an equal opportunities employer and welcome applications from all suitable candidates. The salary is a guideline; actual remuneration depends on experience, qualifications, and skills.
Ernest Gordon Recruitment Limited acts as an employment agency for permanent and temporary recruitment. By applying, you accept our Terms & Conditions, Privacy Policy, and Disclaimers.
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