Paraplanner

Due to further expansion our client, a leading financial planning company who offer services throughout the country, have a requirement for a paraplanner or a senior/ paraplanner team leader to join either their office to aid their growth strategy. The role would be based hybrid from their offices, remain flexible in working arrangements with team culture being a key focus, and fully support career development pathways towards your goals.

The position will provide essential support to their financial advisers through technical research and report writing (along with attending meetings as required). Their advisers offer holistic independent financial advice to clients. They also provide cashflow modelling, pensions, investment and estate/tax planning services.

The structure of their team means that the successful hire would have hands on exposure to clients, be a vital part to the advice process and have their input recognised. Having continued cli...