Financial Planning Professional

5 days ago


Maldon, Essex, United Kingdom Antony James Recruitment Ltd Full time

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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