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Paraplanner

Coalville
Posted: 22 October
Offer description

Paraplanner – Loughborough – Up to £40,000 A highly unique and successful Wealth Management firm based in the midlands are looking to add an experienced Paraplanner to their dynamic team. They provide clients with independent holistic financial planning advise to company owners, HNWs and mass affluent clients. As well as undertaking typical paraplanning duties, you will have the chance to be client-facing as you will be calling up leads generated by the marketing function with the aim of getting initial meetings booked in with the financial advisers. What’s needed to be considered? In order to be considered for this unique paraplanner opportunity, candidates need to have – Comfortable producing technical Suitability reports partially/fully level 4 qualified Benefits car parking provision Generous salary/bonus Group scheme benefits – pension scheme, death in service & income protection plan Career and personal development pathways Generous social budget and team away days Agile and home working policies – can do any hours outside of 10am – 2pm What next? Apply today to be considered for this 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. IFA administrator, Financial planning administrator, private client support, paraplanner assistant, IFA support, junior paraplanner, IFA, Financial Adviser, Financial Advisor, Financial Planner, Technical Support, Report Writer, Paraplanning, Wealth Management, Financial Planning

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