Paraplanner

Overview

Paraplanner - Wiltshire

Salary : £40,000 - £45,000

Hybrid - 2 days per week in the Huddersfield office

Our client are expanding and they keen to speak with experienced and ambitious paraplanners who want to be part of their exciting journey as they continue to grow.

With locations across the country, their employed financial planners have the autonomy and freedom to drive their own business, with high quality support from the central administration and paraplanning teams.

They are very proud to have been recognised as a TopRated advice firm by VouchedFor, and have achieved corporate Chartered status from the Chartered Insurance Institute, both recognising their commitment to deliver exceptional financial planning to their clients and invest in their colleagues.

The key purpose of this role is to assist one or more Advisers in the delivery of advice and ongoing services to prospective new and existing clients.

This role is a new addition to the team due to the recent acquisition of an established business with a high value client bank and they want to boost the team with an experienced and energetic Paraplanner.

Career progression and flexible working are all available.

variety of bullets about the company : the company has recently acquired and consolidated some smaller local businesses and they are continuing to grow; UK wide presence, particularly in England and Scotland and looking to grow into Wales and Northern Ireland; £1.4bn FUM; 3500 clients; 35 advisers; All employed.

Responsibilities

• Assist one or more Advisers in the delivery of advice and ongoing services to prospective new and existing clients.

Ideal candidate / Qualifications

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