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Paraplanner
Tewkesbury
Office based role
Up to £42.5k
This role is best suited for candidates who have experience within Paraplanning who are looking to learn and grow in a supportive firm. Level 4 Diploma desirable but not required. Junior Paraplanner position also available. Progression potential going forward. Salary up to £42.5k.
The Business
The business is a directly authorised Independent Financial Advisory firm who have been in operation for over 20 years and offer whole of market advice, specialising in Investments, Pensions, Inheritance Tax Planning, Mortgages and Life assurance. You will be surrounding by the team, helping you grow and supporting your journey.
The Role
Within the role you will be supporting the Advisors/Paraplanning team, Writing suitability reports, conducting research and supporting administrators if required.
The Benefits
- Salary up to £42.5k depending on experience
- Holiday days
- Pension above statutory
- Death in service
Apply
If you think this is of interest to you, then the next step is to apply. Don’t worry, the application is simple, just attach your CV along with your basic contact details and we’ll do the rest.
Synonyms
Client support, Client delivery administrator, Financial Planning Assistant, Financial Administrator
