We are seeking a highly skilled and detail oriented Paraplanner to join this highly respected Chartered Financial Planning firm.
The ideal Paraplanner will have a strong understanding of financial planning concepts and be able to assist in the preparation of recommendations and complex calculations.
You will work closely with the financial planning and support teams to develop comprehensive financial plans for clients.
Posted by Cranleigh Personnel • £32K/yr to £35K/yr
Are you currently working for an SJP practice, as a Part or fully qualified paraplanner?
Do you want to join somewhere with genuine options for career growth through to advice if desired?
Or perhaps as a Senior Administrator, working towards the diploma, with exposure to aspects of paraplanning such as suitability letter writing, cash flow and research?
The Hours: 36 hours per week - Applicants will be required to work 36 hours per week on a flexible basis across Monday to Saturday in line with the branch operating hours.
Our client has built themselves a brilliant reputation in the area and industry, and pride themselves on providing truly bespoke advice and wealth planning expertise to their clients across the UK.
We are thrilled to have partnered with a boutique independent financial advice firm in Oxfordshire, who are actively looking to expand their support teams!
Due to an increase in business and continued successful growth of the firm, we are now assisting the business in adding some equally talented and dedicated professionals to the existing teams.
If you have at least 2 years' experience in building phone systems on portals and delivering broadbands and are looking to join a company with a second to none reputation where you can work within a supportive and friendly team, this could be the perfect role for you.
Let's look at the role and responsibilities
You will be responsible for managing client orders end to end and use the tools within the business to deliver a fantastic customer experience every time and both simple and complex solutions.