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Financial Paraplanner

2 months ago

London, Greater London, United Kingdom Financial Divisions Full time £45,000 - £55,000
Job Title: Paraplanner

Job Type: Full-time

Location: Office-based for 8 weeks, then 3 days per week from home

Job Description:

Our client, a medium-sized Chartered independent financial advice business, is seeking a Paraplanner to join their team. As a Paraplanner, you will work closely with two young and dynamic Financial Advisers to provide high-quality advice to clients across the UK.

The ideal candidate will have a diploma in paraplanning and a strong desire to progress to a Financial Planner role within 5 years. The company offers a secure and rewarding role with an excellent benefits package and bonus structure. The salary range is between £45,000 and £55,000 depending on experience.

Key Responsibilities:

* Assist Financial Advisers in providing advice to clients
* Conduct research and analysis to support advice
* Develop and maintain client relationships
* Work collaboratively with the team to achieve business objectives

Requirements:

* Diploma in paraplanning
* Strong communication and interpersonal skills
* Ability to work in a fast-paced environment
* Strong analytical and problem-solving skills

What We Offer:

* Competitive salary range
* Excellent benefits package
* Bonus structure
* Opportunity to progress to a Financial Planner role within 5 years

Apply Now:

For more information, please contact Peter Fozard at Financial Divisions.