Junior Paraplanner

4 weeks ago

St Philips, United Kingdom Heat Recruitment Full time

The Opportunity

We are currently hiring for 2 junior paraplanner positions at the central Bristol office of a large national wealth management firm. This is a great opportunity for someone who is looking to progress their career in financial services and wants to becomea fully qualified paraplanner.

What’s needed to be considered?
- Previous experience within the financial services industry
- Working towards Diploma in Regulated Financial Planning
- Understanding of the financial planning process
- Strong IT skills in word and excel and desirable to have experience using financial planning software such as IO/AO/X-Plan, Financial Express Analytics, O&M Pension Profiler
- Effective Verbal and written communication skills

What’s in it for you?
- Sponsorship through financial planning exams
- Competitive salary with discretionary bonus scheme
- 10% pension contribution
- Opportunity for promotion on completion on Level 4 Diploma
- Flexible working
- Extensive benefits package

**What next?**

Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.

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