Job Description
Paraplanner/Junior Paraplanner - Newcastle-Under-Lyme - Up to £38,000
We are working with a National IFA who are looking for someone with Paraplanning experience to join their Staffordshire office. The company have a presence across the UK and focus on bespoke financial planning
The Opportunity
Due to business growth they are looking for either an experienced or Junior Paraplanner to join the team. You will be responsible for supporting several Advisers and their HNW clientele and will be given full exams support alongside future progression opportunities within the business.
What’s needed for me to be considered?
* Previous experience within an IFA or regulated financial services environment.
* Previous experience within a Paraplanning position providing technical support to advisers
* Strong knowledge of holistic financial planning products and services
* Progression towards level 4 Diploma
Benefits:
* 31 days annual leave (incl BH)
* Income protection scheme from day 1
* Life assurance from completion of probation
* Other benefits include: EAP, Wellbeing support, Financial wellbeing, virtual GPs etc.
* Company sick pay from completion of probation
What next?
Apply today to be considered for this Paraplanner/Junior Paraplanner opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.
Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.
Job Synonyms
Senior Paraplanner, Paraplanner, Para-planner, Para planner, Technical Planner, Report Writer, Technical Planner, Technical Report Writer, Financial Planner, Adviser Support, Financial Planning Technician