Paraplanner
New Today
Salary: £35,000+DOE
About the Company
Established financial advice firm with 14 experienced advisors working on a pooled basis
New modern offices with free onsite parking
Supportive, professional, and growth-focused culture About the Role
Support advisors with the preparation of suitability reports and annual financial reviews
Work closely with colleagues to maintain high standards of compliance and client service
Opportunity to grow into a fully qualified paraplanner and beyond, with structured development support What We Are Looking For
Level 4 part-qualified
Experience preparing suitability reports and annual financial reviews
Excellent organisational and communication skills
Team-oriented approach with ability to manage multiple tasks effectively What We Offer
Salary of £35,000+
2 days per week working from home (more office presence required during 6-month probation)
Full study support towards qualifications
New modern office space with free onsite parking
Collaborative environment with 14 advisors
Clear career progression pathway within the firm
- Location:
- Croft
- Salary:
- £35,000 - £45,000 /annum
- Job Type:
- FullTime
- Category:
- Accounting/Financial/Insurance
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