Paraplanner - Basic to £60k + KPI Bonus, Full Benefits, Hybrid and Flexible Working Policy.
A successful, high quality and award winning Chartered Financial Planning Practice is looking for an additional Paraplanner to join their business.
Working within an established Financial Planning team, key responsibility will be to actively support the Managing Director and the HNW Clients. Duties will include Client relationship management including attending Client meetings, meeting preparation, cash flow modelling, report writing and research.
Specific Paraplanning experience and sound technical knowledge (Pension, Investment and Tax Planning), including Diploma status will be required.
Full exam and personal development support will be provided alongside a range of development opportunities including progression into an Advisory role.