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Date Added: Tue 15/11/2022


Carlisle, CA1, UK
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Job Type: Permanent, FullTime

Salary: £30000 - £40000/annum

A fantastic opportunity has arisen for an experienced Paraplanner to join a leading Accountancy Practice within the wealth division. The firm can offer a vibrant working environment and the opportunity to progress throughout the business. They offer independent financial advise to their clients and work closely with the accountancy team to provide an excellent service

The Opportunity

Due to expansion, the position has arisen for an experienced Paraplanner to join the wealth team. You will be working within a small friendly team of advisers and support staff to provide continued support to aid with the smooth running of the business. You will also have the opportunity to work alongside one IFA in developing and writing new processes as well as managing the support team

What's needed for me to be considered?

* Hold previous paraplanning experience within an IFA / Financial Planning Practice

* Previous experience dealing with High Net Worth Clients desirable

* Level 4 Diploma or close to achieving

* Strong analytical and communication skills

What next?

Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion, we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.

Additionally, refer a friend or colleague to us and receive a cheque for £200 if we assist them in securing a new career.

Synonyms: Paraplanning, Para-planner, Technical Support, IFA, Financial Advice, Wealth Management, Financial Planning, Financial Advisor, Financial Adviser, Wealth Manager, Consultant
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