An opportunity has become available for a qualified Paraplanner in Bath or Gloucester to join a growing financial planning firm that offer hybrid working which can see you working from home 3 days a week and can offer some flexible working with start and finish times!
They are looking for an individual that has obtained their level 4 diploma, and has experience as a Paraplanner as you will be working directly with the financial planners and assisting them with a range of cases including complex technical cases.
Your role will include but will not be limited to
To assist the Financial Planner in formulating the advice to the client, providing technical support and guidance where appropriate.
Your primary focus would include the facilitation of planning workshops, schedule analysis, and maintenance on behalf of the schedule owner.
Our client require an experienced and DV Cleared P6 (Primavera) and or MS Projects Planner, to support by providing key control and governance expertise.
Chartered wealth planning practice in the heart of Poole are recruiting for a Paraplanner.
You will be working within their advisory team to deliver high-quality paraplanning support to advisers, clients, and prospects.
As a package you will receive a basic salary of upto £45k starting, hybrid and flexible working partterns, financial rewards for introducing new business, employee events, flexible working after probation, death in service, pension 3%, a profit-related bonus scheme, career development, exam support and discounted financial advice.