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Permanent

Technical Paraplanner

Bradford-on-avon
money-bag 40000.00-40000.00 Annual
3085440028
Posted 1 week ago

This well established, local directly authorised financial planning firm in Bradford-on-Avon is looking to recruit technical Paraplanners as part of their growth journeyAs a Paraplanner within this team, you will regularly be involved in working on HNW and UHNW cases due to their average client holding being £1m. As such, they are seeking talented, technically strong individuals capable of working on bespoke cases in tandem with their Financial Advisors.The business often has cases involving trusts, therefore candidates with experience and/or holding STEP qualification would be advantageous.Furthermore, the business is due to embark upon their next chapter of growth and are looking for growth minded individuals who are excited by the prospect of collectively growing together, embracing technology and always looking to achieve excellent client service.Career progression available such as support towards becoming a specialist in key areas or onto becoming a Financial AdvisorTechnical Paraplanner RequirementsYou must be Level 4 Diploma qualified and ideally with advanced qualifications such as towards Chartered or niche areas like STEP qualificationYou must be an experienced Paraplanner, confident undertaking thorough research and report writingYou should have desire to be part of a growing team and take an active role in delivering growth for the businessTechnical Paraplanner BenefitsSalary negotiable depending on experience and qualificationsPlus company benefitsMainly office

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