Job Title:
Paraplanner
Our Client:
Our client is a boutique financial advisory firm dedicated to providing exceptional service, with a strong focus on teamwork and client relationships.
Their services include:
• Wealth Management
• Tax Planning
• Pension and Retirement Planning
• Estate Planning
Package Details:
The successful candidate will receive a Salary of £35,000-£45,000 Per Annum
Other benefits include:
• 25 days of base holiday.
• Private medical care after probation, with the option to add a partner at personal cost.
• 5% gross employer contribution to the pension.
• Health insurance providing 50% salary until retirement in case of serious illness.
• Four times life cover.
• Paid car parking.
• Discretionary bonus pool.
• Hybrid working option after probation (up to two days at home per week).
• Support for exams and personal mentoring.
• Bonus Structure
• Progression opportunities to move into advising long term if this is of interest and aligns with your goals.
Duties and Responsibilities:
Your duties will include but not be limited to:
• Support the advice process, including client liaison and communication.
• Produce standard and customised reports, including suitability reports, meet...