Our client is seeking an experienced Paraplanner to join their small team of independent financial advisors.
You will have 3 years industry experience and at least 1 year Paraplanning experience. Ideally you will be Level 4 qualified already, or at least close to achieving your Diploma.
You will support the Financial Planners and a range of clients, conducting thorough financial research, preparing comprehensive reports including cash flow planning and product recommendations and assist in client meetings to offer valuable insights and solutions.
This role is offered on a hybrid basis with a minimum of 2 days a week in the office. Ideally this would be a full-time role, but part-time would also be considered.
Our client is looking for someone who is keen to stay within Paraplanning and are unable to offer a route into Advising at this time. Progression within the company into other areas such as Operations or Compliance is possible.
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