At a Glance
- Tasks: Prepare reports and analyses in financial planning while gaining valuable experience.
- Company: Dodd Wealthcare, part of Dodd & Co Accountants, known for its supportive culture.
- Benefits: Hybrid working, funded professional exams, study support, and clear career progression.
- Other info: Join a dynamic team and advance towards becoming a financial adviser.
- Why this job: Kickstart your finance career with hands-on experience and growth opportunities.
- Qualifications: Experience in paraplanning and a passion for financial services.
The predicted salary is between 38250 - 46750 £ per year.
Dodd Wealthcare in Carlisle is seeking an experienced paraplanner to join the financial planning arm of Dodd & Co Accountants. You will prepare suitability reports, cashflow analyses and product research across pensions, investments, trusts and protection, under supervision as you build up expertise.
We offer hybrid working (up to three days from home after settling in), funded professional exams, study support and a clear paraplanner career ladder with opportunities to advance toward adviser.
Paraplanner: Hybrid Role with Study Support and Growth in Carlisle employer: Dodd Wealthcare
Dodd Wealthcare is an exceptional employer that prioritises employee development and work-life balance, offering a hybrid working model that allows for flexibility after an initial settling-in period. With funded professional exams and a clear career progression path, employees are empowered to grow their expertise in financial planning while enjoying a supportive and collaborative work culture in the vibrant city of Carlisle.
