Paraplanner: Path to Advisory Role in Growing Firm

Paraplanner: Path to Advisory Role in Growing Firm

Full-Time 45000 - 45000 £ / year (est.) No working from home possible
Eden Rose

At a Glance

  • Tasks: Support financial advisors in planning and investment decisions.
  • Company: Eden Rose is a growing firm located in Basingstoke.
  • Benefits: Enjoy a competitive salary up to £45,000, discretionary bonus, and matched pension scheme.
  • Other info: Join a supportive team environment.
  • Why this job: This role offers a clear path to an advisory position.
  • Qualifications: Candidates must have a Level 4 Diploma in Financial Planning.

The predicted salary is between 45000 - 45000 £ per year.

Eden Rose is seeking a Paraplanner to join their team in Basingstoke, offering a competitive salary of up to £45,000. The ideal candidate will have a Level 4 Diploma in Financial Planning and a strong understanding of financial principles and investment strategies.

The position involves supporting financial advisors in planning and investment decisions, and the company boasts a supportive team environment with additional benefits like a discretionary bonus and matched pension scheme.

Paraplanner: Path to Advisory Role in Growing Firm employer: Eden Rose

Eden Rose, based in Basingstoke, offers a competitive salary and a matched pension scheme. The firm prides itself on a supportive team culture, making it an ideal place for professional growth.

Eden Rose

Contact Details:

Eden Rose Recruitment Team

We think you need these skills to ace Paraplanner: Path to Advisory Role in Growing Firm

Level 4 Diploma in Financial Planning
Understanding of Financial Principles
Investment Strategies
Support for Financial Advisors
Planning Skills
Analytical Skills
Communication Skills