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Job description

We are working with a highly reputable, client focused wealth management firm who are looking to hire a Paraplanner/Trainee Adviser into their firm on a remote basis. They pride themselves in providing holistic advise to a wide range of clients including, private, corporate, trusts, sports professionals and media clients.

Your role will be to provide paraplanning support and technical advice to the clients on behalf of the Wealth Managers.

The ideal candidate will have:

  • Level 4 Diploma in Regulated Financial Planning
  • A minimum of three years' experience of working as a Paraplanner
  • Polite and professional
  • Client relationship skills
  • Self-disciplined and focused, able to work with minimal supervision
  • Able to prioritise with a keen sense of urgency
  • Able to manage time effectively
  • Thrive in a team environment and work well with others

This is a remote based role, 37.5 hours a week with pension, PMI, 28 days holiday (excluding bank holiday) and 4 extra days leave for christmas.

This is a fantastic opportunity for a Paraplanner that wants to develop their career and become a Financial Planner

If this sounds like something that could be of interest please click apply and we will be in touch!

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