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Paraplanner

3 months ago

Marlborough, United Kingdom Premier Jobs UK Full time

This Paraplanner job in Marlborough is seeking an experienced Paraplanner to join their growing team

You will be providing technical support to assist the financial planning service to clients, through undertaking detailed research and analysis of financial planning solutions. Plus, producing compliant financial planning reports for the Financial Advisor to present to clients

Paraplanner Requirements

  • You should be an experienced Paraplanner with good report writing skills
  • Level 4 Diploma is desirable but not required if you have good paraplanning experience

The Company

This national independent financial planning group has developed over 20 offices across the UK to provide nationwide coverage to clients, on all areas of financial planning. The group has an ethical culture, focused on putting the client at the heart of their actions and a robust compliance approach.

Paraplanner Benefits

  • Salary of up to £40,000 depending on experience and qualifications plus bonus
  • 25 days holiday (rising with service) plus bank holidays, holiday purchase scheme, life assurance and pension
  • Office based role with potentially home working considered for the right individual