Paraplanner (Work Life Balance)
£40,000 - £50,000 + Pension + 33 Days Holiday + Bonus + Training + European Weekends Away
Bordon, Hampshire
Are you an Paraplanner looking to join a stable Financial Services business known for looking after their staff, offering a great working environment, 33 days' holiday, and the opportunity to earn an annual bonus?
On offer is the opportunity to join a well-established Financial Services firm that is continuing to grow. They are a tight-knit branch that has been established for over 20 years and pride themselves on staff retention and a supportive culture.
Your role will involve carrying out full paraplanning activities to support the Advisors. This will include fact-finding analysis, research, cashflow modelling, preparing detailed suitability reports, pension and investment comparisons, and undertaking technical work to ensure compliant and high-quality advice.
Every other year, the owners organise a 3-4 day trip to Europe. Previous locations have included Madeira, Budapest, Dubrovnik, Valencia, and Krakow. In the years you do not travel abroad, there will be a UK-based weekend away.
This role would suit an experienced Paraplanner looking to join a tight-knit business that offers long-term stability, a generous bonus scheme, and 33 days' holiday.
The Role
* Full paraplanning responsibilities
* Producing detailed suitability reports
* Research and t...