Paraplanner

Paraplanner

Hybrid working

Salary - up to 40k depending on experience.

This role is best suited to those who already have Paraplanning experience, and ideally have their level 4 qualification or are close to it. At this business you will benefit from being part of a close team where you will receive exam support up to Chartered, have hybrid working, great benefits, and due to growth plans, there will be opportunities to progress further within the business.

The Business

The business is a fast-growing and well-established independent financial advisory practice with offices all across the UK. They are growing organically, as well as through acquisitions, hence the need to expand their team. This role is based in their Chorley office.

The Role

As a Paraplanner, you will be collaborating closely with Advisors, Administrators, and your Technical Team Leader to undertake the necessary research and analysis to determine the most suitable providers, products, and investment funds to meet the client’s needs. You will be preparing pre-approval documentation, conducting relevant financial calculations, and be confident communicating effectively internally and externally.

Benefits

• Full-time employment
• Salary - up to 40k depending on experience.
• Hybrid working (after passing probation)
• Training budget and support up to Chartered.
• Death in Service (4 x annual salary)
• Sick pay scheme
• Workplace pension - 4% employer contribution
• 28 days annual leave + bank holidays
• Free onsite parking

If this sounds like your next step and you would like to find out some more information about this opportunity, then simply apply here and one of our team will be in contact to support your application.