We are thrilled to have partnered with a well established independent financial advice firm who are actively looking to expand their Paraplanning team! Our client has built themselves a brilliant reputation within industry, and pride themselves on providing bespoke advice and wealth planning expertise to their clients across the UK.
If you are an experienced Paraplanner who is looking for a role with progression into advice, and a dedicated client bank, then we would love to hear from you!
What you'll be doing:
* Providing support to the financial advisers of the business with advice formulation
* Producing suitability reports, illustrations, cashflow modelling reports.
* Carrying out technical research of funds and products for the adviser
* Updating and managing the back office system
What you need to apply:
* 2+ Years Paraplanning experience
* Level 4 Diploma (DipPFS/DipFA) or working towards is preferable
* Effective communication skills and capable of working in a busy environment
* Experience in speaking with clients and providers on the adviser’s behalf
* Desire to progress into an Financial Advice role
What's in it for you?
* A basic salary of up to £40,000 dependent on experience and qualifications
* Hybrid working
* Social opportunities throughout the year
* Exam funding and support + time off
* Progression opportunities into an advice role with a dedicated client bank available
* Generous annual leave allowance
* Private Medical Insurance
What next?
Hit apply or contact Dan directly!
Daniel@enable-recruitment.co