Salary: £30,000 DOE
Our Client is a bespoke Chartered Financial Planning practice based in the Whitney area. They specialise in providing personalised and whole of market financial advice to UHNW clients helping them to achieve their lifelong financial goals. Due to several referrals from their loyal client following the business has continued to grow year on year.
Due to the relocation of one of their members of back office staff, they now have an opening for a Paraplanner to join the team.
Exams will be supported and paid for by the business, and as such you do not have to be Level 4 qualified to be considered, however exams towards achieving the qualification are required.
Due to the development and growth within the business there is the opportunity for the successful candidate to move into an advice role should they desire.
This is a client facing role, where the successful candidate will be working closely with senior advisers within the business.
What’s needed for me to be considered?
- Ideally you will be working towards the Level 4 Diploma
- Proven experience within an IFA environment
- Experience with conducting product research and writing suitability letters is desired