Job Description
Paraplanner (Bespoke Advisory / Study Support)
£30,000-£40,000 + Office based + Full Training + Progression + Private Medical + Enhanced Pension + Funded Courses + Company Benefits
Dunblane
Are you a Paraplanner or similar looking for a varied, collaborative role where you will play a key part in the ongoing success of a tight-knit yet growing bespoke advisory who pride themselves on looking after and developing staff in a role offering study support and progression to senior roles?
This company are a tight-knit financial advisory firm who have been established 15 years and are known for the first rate service they provide to a range of clients. Due to an ever increasing workload they are looking to grow their friendly team.
In this varied role you will work closely with the advisors to provide project support. You will be responsible for writing reports, carrying out research and project work in addition to providing general support for the financial planners. This is an office based role where you will liaise with all of the tight-knit team of 7 in addition to clients with opportunities to develop to an advisor and beyond.
This dynamic role would suit a paraplanner looking to kickstart their career within a growing company offering specialist training and a range of progression pathways.
The Role:
1. Support advisors with financial advisory projects
2. Writ...