Financial Planning Professional
5 days ago
Company Overview
An Essex-based Financial Planning firm is seeking a skilled Paraplanner to join their team on a permanent basis.
About the Role
This is an excellent opportunity for a motivated and experienced Paraplanner to support the company's mission to revolutionise retirement planning by crafting bold, personalised lifestyle financial plans.
Purpose of the Role:
The successful candidate will play a key role in supporting the creation of these plans, working closely with senior professionals to deliver exceptional results.
Key Responsibilities:
- Supporting the creation of comprehensive financial plans
- Collaborating with senior professionals to deliver high-quality outcomes
- Providing exceptional customer service
- Conducting research and analysis to inform plan development
Salary and Benefits
The salary for this position is estimated to be between £31,000 - £47,000 per annum, depending on experience. The company offers a competitive benefits package, including opportunities for professional growth and development.
Requirements
To be successful in this role, candidates should possess:
- A strong understanding of financial planning principles and practices
- Excellent communication and interpersonal skills
- Ability to work independently and as part of a team
- Strong analytical and problem-solving skills
Why Work for Us?
We offer a dynamic and supportive work environment, with opportunities for professional growth and development. Our team is passionate about delivering exceptional results and making a positive impact in the lives of our clients.
Estimated Salary: £39,600 per annum
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