Junior Paraplanner (Wealth Management) Long Term Progression
Weston-Super-Mare (Onsite)
£35,000 to £45,000 DOE + Discretionary Bonus + Training + Study Support + Company Benefits + Pension + 25 Holiday Days
Are you a Junior Paraplanner, part-qualified and wanting study support, wanting to be part of a reputable and established wealth management firm with long term growth potential?
Do you want the opportunity to expand your paraplanning expertise, have study support, be part of a close-knit team and business growing in the next 5 years?
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. The business encourages promotions from within in the medium to long term. They will also support you with gaining any exams you may want to sit after a probationary period.
The ideal candidate be working in wealth management, hold or wanting to complete CII Financial Planning Diploma and wants to widen their industry kno...