Location
Bury St Edmunds
Salary £35000 - £42000 TypePermanent WorkplaceHybrid Ref88740
Recruiter Managing This Role
Paraplanner Bury St Edmunds Salary Dependent on experience
Our well-established financial services firm is seeking an experienced Paraplanner to join our dynamic team. Based in Bury St Edmunds with hybrid working on offer, this role offers a perfect blend of professional growth, stability, and work-life balance.
Benefits:
1. Flexible working after probation.
2. Study support and exams paid for with paid study leave.
3. Free parking on site.
4. 29 days holiday + Bank Holidays + Christmas Closure.
5. Subsidised private healthcare
6. Income Protection + Healthcare Scheme
7. Paid Study leave
8. Volunteering days
Key Responsibilities:
9. Collaborate with financial advisors to create comprehensive financial plans for clients.
10. Conduct research and analysis to support the development of suitable financial strategies.
11. Prepare and maintain accurate client files, ensuring compliance with industry regulations.
Requirements:
12. Minimum of 2 years experience as a Paraplanner.
13. Level 4 qualification is mandatory.
14. Proven track record of steady employment and commitment to roles.