Paraplanner - Corsham | Zoek UK
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Corsham, Wiltshire, England
£30000 - £50000/annum Plus bonus
Permanent (Full time)
This Paraplanner job in Corsham provides the opportunity to join a team who enjoy working collaboratively together to provide excellent financial planning service to their clients
As a Paraplanner, you will be directly supporting their Director and Principal Financial Advisor with responsibilities covering the start to finish process. As such, your responsibilities will include assessing information, communicating with clients, creating / presenting the Financial Advisor with financial strategies, and building the suitability reports. You will have a mixture of onboarding new clients and preparing for existing client reviews
This vacancy is available due to internal progression within their team.
* You must have strong technical paraplanning experience and knowledge of financial planning
* Ideally, you should hold industry qualifications and be fully or close to achieving Level 4 Diploma status (however, they would consider individuals without qualifications subject to level of paraplanning experience)
* You should be passionate about your profession and aim to provide clients great service
This truly independent financial planning firm provides holistic advice to private and corporate clients. They uphold a friendly approach to their work and ensure clients receive a personal service.
* Salary of £30,000 - £50,000 plus bonus
* Office based role with normal working hours
* Excellent team spirit, who enjoy working together
Call us now on (phone number removed) or click Apply
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