Paraplanner

An exciting opportunity has arisen for a Paraplanner with 3 years’ experience to join a thriving and forward-thinking accountancy firm. This full-time, permanent role offers excellent benefits and a salary range of £35,000 - £45,000.

As a Paraplanner, you will be supporting Wealth Managers and Accountants by providing expert guidance on mortgages, pensions, and investments, utilising the Quilter Platform.

What we are looking for:

• Previously worked as a Paraplanner, Financial Administrator, Financial Planning Assistant, Financial Planning Administrator, Wealth Management Administrator or in a similar role.
• At least 3 years’ experience in a similar role supporting Independent Financial Advisers (IFAs).
• Commitment to completing STEP exams within 6 months to provide advice on Wills and Trusts.
• Hold Para-Planning qualification.
• Strong IT and communication abilities.

Apply now for this exceptional Paraplanner opportunity to work with a dynamic team and further enhance your career.