Paraplanner

Eden Rose Loughborough, England, United Kingdom

Up to £42,000

A highly unique and successful Wealth Management firm based in the midlands are looking to add a Paraplanner to their dynamic team. They provide clients with independent holistic financial planning advice to company owners, HNWs and mass affluent clients.

As well as undertaking typical paraplanning duties, you will have the chance to be client‑facing as you call up leads generated by the marketing function with the aim of getting initial meetings booked in with the financial advisers.

• Previous experience working in a financial planning firm
• Full experience of suitability report writing and cash flow forecasting
• Partially/fully level 4 qualified
• Looking to stay within a Paraplanning role

• Car parking provision
• Generous salary/bonus
• Group scheme benefits – pension scheme, death in service & income protection plan
• Career and personal development pathways
• Generous social budget and team away days
• Agile and home working policies – can do any hours outside of 10am – 2pm

Apply today to be considered for this paraplanner opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.

Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.