Job Overview
We are a Chartered Financial Planner firm seeking an experienced Paraplanner to support our team in delivering high-quality advice and service to clients.
This role offers a varied and rewarding experience working closely with Directors and clients, with opportunities for professional growth and development.
Full support will be provided to help the successful candidate achieve chartered status, with potential progression to an Adviser role.
Key Responsibilities:
* Conducting technical research and report writing
* Providing high-quality support to ensure exceptional client service
* Developing skills and knowledge with the aim of achieving chartered status
What We Offer:
* A dynamic and supportive work environment
* Opportunities for professional growth and development
* Full support to achieve chartered status
Requirements:
* Proven experience as a Paraplanner
* Strong technical research and report writing skills
* Demonstrated ability to provide high-quality support and develop skills and knowledge