Technical Paraplanner

5 days ago

Chelmsford, United Kingdom Ortus Psr Full time

**Benefits**:

- 25 days annual leave, increasing with service
- Annual Leave buy and sell scheme
- 4 x Life Assurance
- Company Pension Scheme or Salary Sacrifice
- PMI
- Cash Plan
- Group Income Protection
- Dress down Fridays
- Charity fundraising events
- Social Clubs
- Work from home 3 days a week

**About the company**:
An Independent Financial Advisers based in Bath are hiring for a Technical Paraplanner to work closely with and provide 1 on 1 support to a Senior Advisor in the business. This is a client facing role, attending client meetings, with the flexibility to alsowork from home 3 days a week. You will also have the support of a fully complemented Paraplanning team, that have a strong focus on creating a high performing, fun and supportive culture.

**What is required**:

- Level 4 Diploma Qualified
- Ideally working towards Chartered
- Previous experience within a Paraplanning position
- Experience with Cashflow Modelling
- Experience using IO is preferable

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