Paraplanner, St Albans
Hybrid working
Up to £45k
If you are an experienced paraplanner looking for a new role with good benefits, a competitive salary and a company with a great culture, this may be for you! You'll be working on a hybrid basis as one of the paraplanning team carrying out a range of paraplanning duties.
The Business
The firm are a well known name in financial services as they have been operating for over twenty years. They are directly authorised and currently going through a period of growth, hence the reason they are looking for further paraplanners, advisors, etc. The firm put a huge emphasis on building a positive workplace culture and they do so by looking after those who work for them with great benefits, and by providing real opportunities at career development.
The Role
Working as a paraplanner within this firm will see you carry out a real range of work. You'll be analysing client information and existing investments, carrying out tax calculations, running cashflow models for clients, writing detailed reports across a breadth of advice areas, etc. You'll be the member of the paraplanning team where you'll work with a range of colleagues and this could see you providing training to any junior members, lead pod meetings with advisor and other paraplanners, attend group meetings, etc.
Benefits
- A salary up to £45,000
- Hybrid working
- 28 days holiday + bank holidays
- Life assurance
- Income protection
- Pension scheme
- Flexible benefits platform
Requirements
- Be level four qualified in financial planning (or near to qualified)
- Have experience in a paraplanning role
- Have a good attention to detail
- Be a team player
If this sounds of interest, please click apply and we will get in touch as soon as possible.