Are you ready to take the next step in your career? a Leading Wealth Management company is looking for a talented and dedicated Paraplanner to join their Technical Planning team. This is your chance to make a real impact in a forward-thinking company that values your expertise and dedication.
Why Join Us?
- Competitive Salary: Starting at £30,000+ (depending on experience) with a monthly performance bonus, offering an OTE of £50-55,000.
- Hybrid Working: Enjoy the flexibility of working part-time from home and part-time in the office.
- Professional Growth: Be part of a team that supports your journey towards obtaining your full diploma in Regulated Financial Planning.
Key Responsibilities:
- Technical Suitability Reports: Prepare comprehensive and precise reports to meet our clients' needs.
- Adviser Support: Provide expert support on complex cases, helping advisers deliver top-notch service.
What We’re Looking For:
- Qualifications: Ideally, you hold Level 4 in Regulated Financial Planning, or you’re actively working towards it.
- Expertise: You possess a robust understanding of investment products and taxation.
- Experience: You have solid experience in Financial Services, especially in a regulated advice environment and/or Training & Competence.
- Communication Skills: You excel at delivering clear, technical support to advisers.
Ready to Apply? If you’re passionate about financial services and eager to bring your expertise to a dynamic team, we want to hear from you!