Work For Us
Full time – Salary Negotiable – Comprehensive benefits package including discretionary bonus.
We are currently looking for an experienced Paraplanner, qualified with at least a level 4 qualification (Diploma) and with experience in writing complex financial planning reports on issues such as Trust Planning, IHT Planning, Pensions, Investments and Wealth Management.
This is a demanding role and will involve all aspects of supporting an Independent Financial Adviser, with a particular focus on assisting with report writing. In addition you will be expected to be able to engage with the other departments within the business to ensure that client service is delivered successfully.
Experience of using Adviser Office and platform software will be an advantage, but full training can be provided.
Progress towards the Advanced Diploma / Chartered status would be preferred. We provide support with ongoing study and will require candidates to take further qualifications and take part in Continuous Professional Development. We have a commitment to the highest level of professionalism.
To apply for the role please write to or email Robbie Cragg, Finance & HR Manager, enclosing your CV and a statement of why you feel you are suitable for the role: