Paraplanner (part or fully qualified considered)
  • England,South West,Bristol
  • full-time
  • £30,000 - £45,000 per annum
Job Description:
Paraplanner (part or fully qualified condidered)
Based South of Bristol
Salary - £30,000 - £45,000 depending upon experience.
* Are you a Paraplanner considering your next job move?
* Perhaps you are just starting out on your paraplanning journey and looking for a collaborative team environment to continue professional development?
Would you like a 12.45pm finish on a Friday as well as some other great benefits such as:
* 25 days holiday + Bank holiday
* 8% company pension contribution
* Group Life Cover / Private Medical Insurance
* Would you like the opportunity to work for a Chartered company with a fantastic reputation, high staff retention, a collaborative approach with advisers and genuine progression opportunities?
If so, we have a role for you.
The role/company:
Our client is an expanding Independent Financial Advisory firm who hold Chartered status. Originally formed in 2005, the client growth has been completely organic, based entirely upon their reputation for highly professional financial advice, via word- of-mouth recommendations from other happy clients and professional connections.
* Currently with 4 Advisers, 2 Paraplanners and three full time Administrators
* The role offers the opportunity for any Paraplanner to be exposed to a great variety of work from working collaboratively with the advisers - including research, cash flow and suitability letter writing.
* You will work closely with one other experienced Paraplanner, as well as a Junior Paraplanner
* There is a clear pathway for progression into advice down the line - demonstrated by all 4 of the current Advisers beginning within an administrative role within the business.
* You will also be provided with full study support towards further exams
Additional Information:
* Hours: 8.45am - 5pm - Monday to Thursday / 8.45am - 12.45pm Friday
* Please note due to the rural location of our client you will need to be a car driver
Person specification
A candidate who can demonstrate previous experience of supporting Advisers
If you would like to learn more about this exciting opportunity, please Apply.
Job number 1493965
metapel
Company Details:
Cranleigh Personnel
Company size: 5–9 employees
Industry: Financial Services
Hello from Cranleigh Personnel! We are a specialist recruitment agency for the Wealth Planning industry. Established over 10 years, we have built an e...
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