Senior Paraplanner: Growth Path to Independent Adviser

Asset Recruit; High Wycombe; On-site; GBP 30,000 - 45,000; Full time

Benefits offered by this job

20-25 days holiday

Company pension scheme

Death in Service Life Cover

Comprehensive Employee Benefits scheme

Job summary

A financial planning firm in High Wycombe is seeking Paraplanners at various experience levels to support their IFA team. Candidates should have report writing skills and a background in Paraplanning. The firm offers training, career progression opportunities, and comprehensive benefits including 20-25 days of holiday, a pension scheme with employer contributions, and additional life cover. Enthusiastic applicants may progress to IFA roles, making this an ideal opportunity for career development.

Qualifications

• Experience in supporting advisers with research and report writing.
• Ability to conduct research in protection, investment, and retirement planning.

Responsibilities

• Conduct research related to financial products.
• Support advisers with tasks including writing suitability reports.
• Communicate effectively with clients and product providers.

Skills

Report writing skills

Good communication

Knowledge of the financial services industry

Education

Level 4 diploma status

Job description

A financial planning firm in High Wycombe is seeking Paraplanners at various experience levels to support their IFA team. Candidates should have report writing skills and a background in Paraplanning. The firm offers training, career progression opportunities, and comprehensive benefits including 20-25 days of holiday, a pension scheme with employer contributions, and additional life cover. Enthusiastic applicants may progress to IFA roles, making this an ideal opportunity for career development.