Financial Planning Specialist

4 weeks ago


StratforduponAvon, Warwickshire, United Kingdom mbf. Full time
Paraplanner Opportunity at a National Wealth Management Organisation

We are working with a leading National Wealth Management organisation to recruit an experienced Paraplanner to join their team. The role will involve providing technical paraplanning support to a team of Senior Financial Planners, working closely with both the Planners and Financial Planning Administrators.

About the Role
  • Provide technical paraplanning support to a team of Senior Financial Planners
  • Work closely with Financial Planning Administrators to ensure seamless support
  • Contribute to the development of high-quality financial plans and reports
Requirements
  • Minimum Diploma in Financial Planning, with Advanced Diploma qualifications an advantage
  • Previous Paraplanning experience and strong technical knowledge, including IHT, Cashflow, VCT's, EIS, Bonds etc
  • Strong report writing skills and ability to work independently
What We Offer
  • Competitive salary up to £55,000, negotiable for the right candidate
  • Full support to attain further qualifications and excellent benefits package
  • Opportunities for career development and progression within the organisation
  • Flexible working arrangements, with a minimum of 2 days per week in the office


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