An exciting opportunity has arisen for a Paraplanner with 3 years’ experience in a similar role to join a thriving and forward-thinking accountancy firm. This full-time, permanent role offers excellent benefits and a salary range of £35,000 - £40,000 OTE.
As a Paraplanner, you will be supporting Wealth Managers and Accountants by providing expert guidance on mortgages, pensions, and investments, utilising the Quilter Platform.
What we are looking for:
*Previously worked as a Paraplanner, Financial administrator, Financial Planning Assistant, Financial Planning Administrator, Wealth Management Administrator or in a similar role.
*At least 3 years’ experience in a similar role supporting Independent Financial Advisers (IFAs).
*Commitment to completing STEP exams within 6 months to provide advice on Wills and Trusts.
*Hold Para-Planning qualification.
*Strong IT and communication abilities.
Apply now for this exceptional Paraplanner opportunity to work with a dynamic team and further enhance your career.
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Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.