At a Glance
- Tasks: Assist advisers by researching and preparing client reports for financial planning.
- Company: Join The Openwork Partnership, a leading finance advisory firm.
- Benefits: Up to £40k salary, bonus potential, and hybrid working model.
- Other info: Enjoy a supportive team environment with opportunities for career growth.
- Why this job: Make a real difference in clients' financial futures while developing your skills.
- Qualifications: Experience in paraplanning and strong attention to detail required.
The predicted salary is between 40000 - 40000 £ per year.
The Openwork Partnership is seeking an experienced Paraplanner to join its growing advisory support team in Swindon.
You will assist advisers by researching, preparing client reports and maintaining records to help deliver a high‑quality financial planning service.
This permanent hybrid role requires three days in the Swindon office each week.
You will contribute to research, cashflow analysis and recommendation reports while upholding compliance standards and professional client service.
#J-18808-Ljbffr
Paraplanner - Hybrid Finance Advisory | Up to £40k + Bonus in Swindon employer: The Openwork Partnership
Openwork is an exceptional employer that fosters a collaborative and innovative work culture, making it an ideal place for Technical Analysts to thrive. With a strong commitment to employee growth, we offer comprehensive benefits including a competitive salary, generous holiday allowance, and opportunities for professional development. Located in Swindon, our hybrid working model allows for flexibility while ensuring you are part of a dynamic team dedicated to delivering high-quality solutions.
