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Paraplanner (Pensions Management)

2 months ago

Wolverhampton West Midlands, United Kingdom Financial Divisions Full time €40,000 - €45,000

Paraplanner with a route to being an Adviser - Wolverhampton office - Basic salary £40k - £45k - Full study support to Chartered status My client is a boutique financial advice business who have built a lasting reputation for providing the highest levels of advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, Mortgages and some Protections to clients across the UK. 12 staff overall with 6 Advisers who work with retirees, City professionals, families, SME owners with varying levels of assets ranging from £200k - multiple millions. The Managing Director is creating a brand-new role within the business for Paraplanner who is diploma qualified or close to completion. You will get to attend client meetings and work with some technical cases with clients who have very substantial assets to invest. If you aspire to progress to be a Financial Planner, then they can offer this route for you. A very secure and rewarding role is on offer with an excellent benefits package of 25 days holiday, dental benefits, hybrid working and pension contributions. The Directors are looking to offer £40k - £45k basic salary depending on your experience levels. They would like someone to be office based to begin with but then you can WFH 2 days per week once you are established in the business.For more details please contact Peter Fozard at Financial Divisions.