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Permanent

Paraplanner

Aylesbury
money-bag 40000.00-40000.00 Annual
3085445132
Posted Yesterday

ParaplannerLocation: AylesburySalary: £40,000 - £50,000 DOEDuration: Permanent, Full time, Office-basedBenefits: 25 days annual leave bank holidays, Annual Bonus, Study Support, Income Protection, DIS, Enhanced PensionThe RoleWe are working with an established financial services business who are looking to add a Paraplanner to their established team. In the role you will work closely with the firm''s Financial Advisers and Administrators to provide a high quality and efficient service to clients.The role is varied and you will work on Investments, Pensions, Mortgage and Protection cases. You will be instrumental in supporting the Advisers by provide a high level of technical support, often with complex and UHNW cases. Responsibilities will include producing technical suitability reports, conducting research and completing cashflow forecasts. You are likely to be Diploma-qualified or close to achieving this accreditation.Our client are open to applications for career Paraplanners, or those seeking to step into an Advice role in future.What''s on offer?Competitive base salary in line with experience and qualifications.25 days annual leave Bank HolidaysDiscretionary Annual bonus37.5 hour working weekStudy Support through financial planning examsComprehensive insurance benefitsEnhanced pension

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