Paraplanner

Paraplanner / Financial AdministratorCirencesterOffice basedUp to £40k dependant on experience and qualifications

This role is ideal for an financial administrator or paraplanner seeking a stable and professional working environment within a high-net-worth financial advisory practice. The firm manages over £150 million in assets and provides independent financial advice with a focus on life and pensions. This role involves administration and paraplanning responsibilities, including suitability report writing. X-Plan & Dynamic planner experience desirable but not required. Salary up to £40k.

The firm are open to conversations with Administrators looking to take that next step to Paraplanning going forward.

The Business

A well-established independent financial advisory firm, providing high-quality financial advice for over 20 years. The firm is based in Cirencester and prides itself on offering a personal and professional service to its clients. They have a history of generating new business via referrals from satisfied high net worth clients.

The Role

Within the role you will be supporting financial advisors by preparing reports, conducting research, and handling client administration, including meeting preparation, processing new business and communicating with clients and providers. Working collaboratively with advisors and senior paraplanners to deliver high-quality financial planning solutions.

Benefits

• Salary up to £40k depending on experience and qualifications
• Holiday days
• 4x Death in Service
• Pension above standard
• Study support for professional qualifications
• Free on-site parking

How to Apply

Applying is simple! Submit your CV to be considered for this opportunity.

Synonyms

Client support, Client delivery administrator, Financial Planning Assistant, Financial Administrator