Paraplanner (Long Term Progression)
Weston-Super-Mare
£35,000 to £45,000 + Company Bonus + Training + Study Support + Company Benefits + Pension
Are you a Paraplanner, or part-qualified eager to advance your career with study support in a highly respected and well-established wealth management firm that offers real long-term growth opportunities?
Do you want to join a growing business that will develop your career and offer excellent benefits such as full study support and be trained in a tight-knit team of industry experts?
On offer is the opportunity to join an established, reputable, and growing wealth management business that is bringing about change to ensure future growth of the people and the business, where they work as a team, enjoy what they do, provide autonomy, and encourage employees to achieve their goals within a relaxed but hard-working environment.
In this role you will assist the financial advisers. This will involve; data entry, submitting applications, drafting suitability reports, conducting research, and client administration. They will also support you with gaining any exams you may want to sit after a probationary period.
The ideal candidate will have experience in suitability report writing, pensions, ISA, trusts, mortgage protection and investments and working closely as a team and closely with the advisors.
THE ROLE:
Providing paraplanning and administration support for advisors
Provide suitability reports and...