The Role

Working for a national independent advice firm, the role entails an hybrid working arrangement.

You will be part of our clients paraplanning team, researching, preparing, and writing a wide range of reports within given timescales. You will deliver great service to our clients, and provide overall support to the Financial Consultants.

The Candidate

• Level 4 Dip or working towards
• Experience in a Paraplanning role
• Great communication skills, and the ability to work within a team
• A sound knowledge of investments, pensions, IHT planning and investment propositions. An understanding or willingness to incorporate Long Term Care planning.
• Knowledge of trusts
• Confidence in using systems e.g. Intelligent Office, FE Analytics

The Rewards

• The salary will be dependent on experience and very competitive
• A range of employee benefits