ParaplannerWeston-super-Mare (Other locations in the South West available)Hybrid workingSalary up to £50k
This role is best suited for paraplanners or those aspiring to become paraplanners. Whether you’re part-qualified or looking to grow into the role, this opportunity provides support to help you reach your professional goals. If you’re looking for a role that offers career progression, a supportive team, and the chance to develop your skills, then this could be the perfect fit.
The Business
Our client is a well-established, community-based financial planning practice with offices across the Southwest. The company employs over 300 staff in total, with 17 people dedicated to financial planning. The business is expanding and is committed to providing excellent client outcomes through a collaborative approach. This growing financial planning team offers an excellent environment for professional development, with opportunities to work closely with experienced advisers and gain further qualifications.
The Role
In this role, you will be providing technical support to the financial planning team. Your responsibilities will include producing suitability reports, researching investment and pension products, assisting with client reviews, and ensuring the smooth processing of all financial planning documentation. You will be working ...