Paraplanner - Diploma qualified

Posted 20 June by Cranleigh Personnel

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Paraplanner - Diploma qualified

Location: Hereford

Salary: up to £35,000 - £45,000 + Bonus

Are you an experienced Diploma Qualified Paraplanner looking for your next 1-1 role?

Do you feel that you are not using your technical skills as much as you should be?

Would you like to work in a truly collaborative environment where you are part of the

whole process - including full research, bespoke reports and cash flow modelling?

Do you enjoy working 1-1 with an Adviser?

If so, we can help

Company/Role Information:

  • Our client is an established independent IFA, based in Hereford
  • This role is all about collaborating with the Adviser on each client's financial plan - they are looking for someone who loves to be involved in the research side andwho can offer their technical expertise.
  • Salary is flexible depending upon experience - if you are Chartered then the salary may be higher than added here.
  • Please note this role is office based. Hours 9am-5pm, 25 days holiday - plus the chance to purchase additional days, quarterly bonus + 6% employer pension contributions

So, if you are looking for truly collaborative environment with the chance to be involved in interesting cases/research, then please apply for the role and we can run through in more detail.

Required skills

  • Financial Planning
  • Paraplanning
  • Project Management
  • Structured Finance
  • Tax Planning

Application question

Are you a Diploma qualified Paraplanner?

Reference: 52911887

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