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Paraplanner

Zoek Pin Corsham, Wiltshire, England

£30000 - £50000/annum Plus bonus

Permanent (Full time)

Posted 4 days ago

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.

Paraplanner Requirements

* 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

The Company

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.

Paraplanner Benefits

* Salary of £30,000 - £50,000 plus bonus

* Office based role with normal working hours

* Excellent team spirit, who enjoy working together

Location

Corsham

Call us now on (phone number removed) or click Apply

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