To £45/50k, Discretionary Bonus, hybrid working, wonderful working environment, parking available
Excellent opportunity for a Level 4 Diploma Qualified Paraplanner to join this well established, well respected, and continuously expanding Chartered Financial Planning firm. Opportunity to develop not only your Technical Paraplanning skills further, but to build your long-term future with this incredibly talented team.
** Join the Adviser in Client meetings and feel comfortable in making significant financial planning contribution.
** Opportunity to gain exposure to complex HNW cases and provide recommendations in meetings
** You will be required to interpret complex planning into clear and concise reports.
** A good level of Paraplanning experience acquired across pensions, investments, Inheritance tax/ estate planning and protection required.
** A working knowledge of FE Analytics, Voyant, Excel and word required