Paraplanner (Hybrid)
£45,000 - £50,000 + 33 Days Holiday + Hybrid (3 days in Office) + Bonus + Flexible Hours + Progression + Training
Hillingdon
Are you a Paraplanner looking to join a well-established IFA which will offer you flexible hours, hybrid working, 33 days holiday and ultimate work life balance?
In this role you will be conducting paraplanning activities to support the advisors. This will include gathering data, researching, preparing suitability reports, ensuring client files and records are accurate and correct and supporting advisors in developing strategies.
On offer is the opportunity to join a client focused financial advisers who pride themselves on their bespoke and holistic approach to financial advice. They are known for looking after their staff. They offer clear routes to advisor, which has led to great staff retention.
This role would suit a Paraplanner looking to work for a company that is invested in their employees. They will offer you study support and clear progression routes.
The Role
- Producing Suitability reports
- Undertake technical research and analysis to support client recommendations
- Ensuring client files and records are updated correctly
- Support advisors in developing financial strategies
- Monday-Friday, 9am-5pm, 37.5 hours per week
The Person
- Experience working in a Paraplanner role
- Looking for work life balance
We are an equal opportunities employer and welcome applications from all suitable candidates.
The salary advertised is a guideline for this position. The offered remuneration will be dependent on the extent of your experience, qualifications, and skill set.
Paraplanner (Hybrid) employer: Financial Planning Firm
As a rapidly growing Financial Planning firm, we pride ourselves on fostering a supportive and dynamic work environment where our employees can thrive. With a focus on professional development, we offer extensive coaching and mentoring opportunities for our team of Financial Advisors, ensuring they deliver exceptional service to our clients. Located in a vibrant area, our office encourages collaboration and innovation, making it an excellent place for those seeking meaningful and rewarding employment.
