Job Ref: 0016
Salary £45,000 - £60,000
Hybrid working - Warwickshire
Full & part-time considered
Senior / Technical Paraplanner
An excellent opportunity for an experienced Paraplanner to join an established privately owned independent advice firm.
My client is an independent financial adviser offering client-focused advice services covering investments, pensions, retirement planning, trust, IHT planning and protection.
This is a superb opportunity for an experienced Paraplanner wishing to work in a supportive environment.
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Highlights
- Be an important senior member of a small friendly technical team.
- Receive mentorship to achieve your goals.
- Options for further progression
- Work in a relaxed, flexible environment with hybrid options.
- Salary guide £45k-60k
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Duties include
- Work closely with designated Planners supporting financial plans.
- Research, analysis and reports
- Contribute to the strategy of technical team and client proposition
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The ideal candidate
· Minimum of 3 years providing Paraplanner support for Advisers / Planners
· Minimum of Diploma level 4 with preference towards chartered progression
· Knowledge of advice cases including investment, pensions, trusts and IHT preferred
· The ability to work independently and as part of a small friendly team
· A professional and personal approach when dealing with clients and colleagues
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Job Types: Full-time, Permanent
Pay: £45,000.00-£60,000.00 per year
Benefits:
Schedule:
Experience:
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