At a Glance
- Tasks: Support financial advisors with research, analysis, and tailored client recommendations.
- Company: Join Paradigm Employment Services, a leader in wealth management.
- Benefits: Gain valuable experience in a supportive environment with career growth potential.
- Other info: Work with advanced IT systems and enjoy a dynamic team atmosphere.
- Why this job: Make a real difference in clients' financial futures while developing your skills.
- Qualifications: Level 4 Diploma in Financial Planning (or near completion) and strong communication skills.
The predicted salary is between 43000 - 50000 Β£ per year.
Paradigm Employment Services in Spalding area is seeking a Paraplanner to support financial advisors with detailed research, analysis, and technical expertise.
You will prepare reports, develop tailored client recommendations and ensure regulatory compliance.
The role requires strong report writing and communication skills, a Level 4 Diploma in Financial Planning (or near completion) and IT systems experience with Intelligent Office, Centra, Assureweb, FE Analytics and Avelo Exchange.
#J-18808-Ljbffr
Hybrid Paraplanner: Wealth Management Research Pro in Spalding employer: Paradigm Employment Services
Paradigm Employment Services is an excellent employer, offering a competitive salary and a supportive team environment in the heart of Gwent. With a strong reputation in the equipment and asset hire sector, employees benefit from a varied and fast-paced role that provides real responsibility and opportunities for professional development within a stable, growing business.
Contact Details:
Paradigm Employment Services Recruitment Team