At a Glance
- Tasks: Support the Financial Planning Team with research and advisory tasks.
- Company: Armstrong Watson LLP, a leading firm in financial planning.
- Benefits: Hybrid working, competitive salary, and opportunities for professional growth.
- Other info: Strong knowledge of COBS, COCON, and SYSC is essential.
- Why this job: Join a dynamic team and make a real difference in clients' financial futures.
- Qualifications: Level 4 Diploma in Financial Planning and substantial paraplanning experience required.
The predicted salary is between 40000 - 50000 £ per year.
Armstrong Watson LLP in Carlisle is recruiting a Paraplanner to support the Financial Planning Team with technical research and advisory support.
You will prepare suitability letters, assist with new business processing, and help develop the team's technical and research capabilities.
The role requires a Level 4 Diploma in Financial Planning and substantial paraplanning experience, with strong knowledge of COBS, COCON and SYSC.
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Senior Paraplanner - Hybrid Financial Planning Support in Carlisle employer: Armstrong Watson LLP
Armstrong Watson LLP is an excellent employer, offering a supportive work culture that values professional growth and development. With a competitive salary and comprehensive benefits package, including a pension scheme, employees in Glasgow enjoy a collaborative environment that fosters meaningful client interactions and compliance excellence. The company's commitment to employee advancement ensures that team members can thrive in their careers while contributing to impactful tax solutions.
