Job Title:
Paraplanner
Our Client:
Our clients purpose is to revolutionise retirement planning with a burst of energy and a dash of the extraordinary. They craft bold, personalised, lifestyle financial plans with passion, purpose, and a hint of rebellion to transform your retirement dreams into reality. Dare to be different with them...
Package Details:
The successful candidate will receive a Salary of up to £47,000 Per Annum
Other benefits include:
- 25 days annual leave
- The week off between Christmas and New Year
- Never work your birthday
- Half a day off for personal appointments (per appointment)
- Optional PMI
- All exams and Training paid for
- CII Membership paid for
- NextGen Membership paid for
- Car park season ticket paid for
- 5% employer pension contribution
- Profit share
- 4x Death in Service
- Electric car scheme
- Flexible working arrangements available around client meetings. (more office time during probation)
Purpose of the role:
As a Paraplanner, you play a key role in supporting Financial Planners by preparing and maintaining client files, conducting technical calculations, and undertaking necessary research. Your efficiency and accuracy ensure that the team operates smoothly and that financial plans are execu...