5 days left
- Full Time
Our client, a friendly, professional and forward thinking IFA firm that operates across the whole of the UK is seeking either a qualified and experienced Paraplanner (30k-40k) or a Sales Support professional that has started their leve 4 diploma (25k-30k).
This will be working alongside the Head of Investments and Pensions on a 121 basis, covering all aspects of financial planning, with a strong focus on retirement planning (pre/post) and pension transfers. The company has some exciting changes coming up and the business in in a growth phase. This is a wonderful opportunity for a very experienced Paraplanner who is keen to become and integral part of the Wealth Management side of the business. This is a true paraplanning role with emphasis on report writing. The bulk of the business is with new clients, however servicing existing clients is an important part of this role.
Our client will consider an experienced paraplanner or a highly experienced IFA Support Administration, with Diploma progression who is looking to move into a Paraplanning role