Paraplanner – Hybrid with Study Support toward Chartered

Financial Divisions; Salfords; Hybrid; GBP 35,000 - 45,000; Full time

Benefits offered by this job

Discretionary bonuses

Study support towards Level 4 diploma

Hybrid working model

Career progression

Job summary

Financial Divisions in Reigate area is recruiting a Paraplanner for a boutique wealth management firm. The role offers a £35k-£45k basic salary plus discretionary bonuses, with hybrid working after onboarding in Reigate/Redhill (Surrey).

You will be studying toward the Level 4 diploma toward chartered status, with 18 months paraplanning experience required. Responsibilities include end-to-end report writing, compiling advice with advisers, cashflow modelling and assisting with annual reviews;

Qualifications

• 18 months paraplanning experience required.
• Studying towards Level 4 Diploma towards Chartered status.
• End-to-end report writing and cashflow modelling with advisers.
• Assist with annual reviews; support from Team Leader.

Responsibilities

• End-to-end report writing and compiling advice with advisers.
• Cashflow modelling and financial planning support.
• Assist with annual reviews and client meetings.

Skills

Paraplanning

Report writing

Cashflow modelling

Adviser support

Financial planning

Education

Level 4 Diploma toward Chartered status

Tools

Fusion

Abrdn

AJ Bell

CashCalc

FE Analytics

Job description

Financial Divisions in Reigate area is recruiting a Paraplanner for a boutique wealth management firm. The role offers a £35k-£45k basic salary plus discretionary bonuses, with hybrid working after onboarding in Reigate/Redhill (Surrey).

You will be studying toward the Level 4 diploma toward chartered status, with 18 months paraplanning experience required. Responsibilities include end-to-end report writing, compiling advice with advisers, cashflow modelling and assisting with annual reviews;