Paraplanner

The Client

This is a well-established and respected Chartered Financial Planning firm that offers bespoke holistic financial planning advice to both Private and Corporate clients. This firm currently has several highly experienced chartered advisers, specialising in advice across Pensions, Investments and Protection.

The Opportunity

Due to growth, this firm is now looking to welcome an experienced Paraplanner to the team to support several advisers and their HNW clientele. You will be responsible for full paraplanning support as part of a paraplanning team and will benefit from an environment that encourages and supports your professional development. Exam support and funding will be available to you as will future progression opportunities.

What’s needed for me to be considered?

Hold Level 4 Diploma in Financial Planning or progression towards this
Previous experience of supporting IFA’s with full Paraplanning support
Broad market knowledge of financial services and products