Senior Paraplanner: Growth Path to Independent Adviser

Asset Recruit; High Wycombe; Vor Ort; GBP 30.000 - 45.000; Vollzeit

Benefits dieser Stelle

20-25 days holiday

Company pension scheme

Death in Service Life Cover

Comprehensive Employee Benefits scheme

Zusammenfassung

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.

Qualifikationen

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

Aufgaben

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

Kenntnisse

Report writing skills

Good communication

Knowledge of the financial services industry

Ausbildung

Level 4 diploma status

Jobbeschreibung

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.