Our client is a Chartered Financial Planning practice with several offices throughout the UK. Due to organic growth the paraplanning team is growing and as a result we are seeking someone who wishes to develop their career within this environment. We would expect the successful candidate to have completed the diploma in financial planning (or be very close to), with some exposure to the paraplanning process. Full training will be given.
The main focus of the job will be to provide technical reports for a range of advisers across a varied product mix. As an independent and Whole of Market firm this will encompass true holistic planning, and the product mix will include everything from ISA’s and Protection to Final salary Pension transfers and all facets of tax and estate planning.
This is an exciting opportunity to join a growing firm that keeps their clients’ interest at the forefront
of what they do. There is an extremely competitive package and salary available.