Paraplanning Professional

4 weeks ago

Welwyn Garden City, Hertfordshire, United Kingdom Exchange Street Financial Services Full time
About the Role

We are seeking a highly skilled Paraplanner to join our team at Exchange Street Financial Services. As a key member of our financial planning team, you will play a vital role in supporting our IFAs and contributing to the success of our business.

Key Responsibilities
  • Provide high-quality paraplanning support to our IFAs, ensuring they have the necessary resources to deliver exceptional client service.
  • Contribute to the development of financial plans and reports, utilizing your technical knowledge and expertise.
  • Collaborate with the team to achieve business objectives and drive growth.
  • Participate in ongoing professional development to enhance your skills and knowledge.
What We Offer

We offer a competitive salary of up to £60,000, plus a generous bonus scheme. Our benefits package includes a 4x death in service scheme, pension contributions, and 28 days' annual leave. We also prioritize employee wellbeing, providing access to an EAP Mental Health programme.

Requirements

To be successful in this role, you will need to be a level 4 qualified Paraplanner with a strong understanding of financial planning concepts, including IHT planning and EIS/VCT. You should have a minimum of [X] years' experience in a similar role and be able to demonstrate your technical knowledge and expertise.

How to Apply

If you are a motivated and experienced Paraplanner looking for a new challenge, please submit your application, including your CV and a brief introduction. We look forward to hearing from you.

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