Paraplanner
2 months ago
Paraplanner
Remote working
Cornwall based company
Up to £35k
This role is best suited to those with any report writing experience, preferably in a Paraplanning role, those with basic report writing experience as an IFA Administrator will also be considered. Within this role the company will fully support you to become qualified. The role is within a remote working capacity and great progression. Salary up to £35k.
The business
The business is an award-winning financial planning firm who typically service high net worth clients. They have been in operation for over 20 years and have multiple offices across the UK.The business are committed to development and progression of their employees with two Paraplanners recently becoming Advisors with client banks provided.
The role
Within the role you will be supporting the Financial Advisors within the firm, focusing on report writing, research and annual review preparation. Working closely with the administration team to ensure the process is completed smoothly and correctly. Further training can be provided for those with basic report writing experience.
The benefits
- Salary up to £35,000
- Remote working
- Sick pay
- 25 days holiday + Bank holiday
- Death in service 4x salary
- Study support
If you think this is of interest to you, then the next step is to apply. Don’t worry, the application is simple, just attach your CV along with your basic contact details and we’ll do the rest.