img
Permanent

Paraplanner (junior or senior)

Thatcham
money-bag 30000.00-30000.00 Annual
3111869145
Posted Yesterday

Paraplanner or progressive financial administratorRoute to adviser with full training and supportWealth Management Firm near NewburyBasic salary £30k - £45k (depending on experience)Hybrid working is available once up and runningMy client is an independent financial advice business in Berkshire who have have built a lasting reputation for providing the highest levels of advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, Mortgages and some Protections to clients across Berkshire and Wiltshire. The business has a team of highly experienced Advisers working with 200+ HNW retirees, City professionals, families and professional sportsmen and women with varying levels of assets ranging from £200k - multiple millions. The business is privately owned and has very ambitious plans to expand and grow organically so if you''re looking to join an entrepreneurial and forward thinking business then this will be the right career move for you.The Managing Director is creating a brand-new role within the business for a Paraplanner with a definitive route to being an adviser, or they will consider a very progressive administrator who is studying for their exams. They are open to recruiting a junior candidate or an experienced individual who is well versed on end to end admin in a wealth planning firm. You will ideally have knowledge of a number of platforms such as Fidelity Aviva, Royal London, Prudential etc.A very secure and rewarding role is on offer with an exc

Perform a fresh search...

  • Create your ideal job search criteria by
    completing our quick and simple form and
    receive daily job alerts tailored to you!

Jobs. Straight to your inbox!