Paraplanner (Level 4)

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Paraplanner (Level 4)
£45,000 - £50,000 + Hybrid (2 Days in Office) + Bonus + Wellness Program + Increasing Holiday With Service + Pension + Flexible Fridays + Time in Lieu + Study Support + Work Life Balance + 2 Days a Week WFH + Progression
Trowbridge
Are you an Paraplanner with a Level 4, looking to join a tight knit, friendly team, in a financial services business which will offer you work life balance, more time at home than in the office, 9-5 hours with a shorter day every other Friday, and increasing holiday with service?
On offer is the opportunity to join an IFA working with hight net worth clients (+£400k). The company have typically grown their revenue 25% year on year since their establishment 25 years ago.
Your role will involve supporting consultants, preparing compliant reports / 'Financial Life Plan' reports detailing the consultant's recommendations for the client, accurately investing client money as per recommendations and evaluating investment portfolios.
This role would suit a Paraplanner with a Level 4 In Financial Planning looking for work life balance, hybrid working, nice hours and time in lieu.
The role * Preparing compliant reports / 'Financial Life Plan' reports detailing the consultant's recommendations for the client * Investing client money as per recommendations * Evaluating investment portfolios. * 9-5 Monday - Friday
The Person
* Parapl...
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Location:
Trowbridge
Salary:
£45,000 - £50,000 /annum hybrid + bonus
Category:
Accounting & Finance

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