Technical Paraplanner

This well established, local directly authorised financial planning firm in Bradford-on-Avon is looking to recruit technical Paraplanners as part of their growth journey

As a Paraplanner within this team, you will regularly be involved in working on HNW & UHNW cases due to their average client holding being £1m. As such, they are seeking talented, technically strong individuals capable of working on bespoke cases in tandem with their Financial Advisors.

The business often has cases involving trusts, therefore candidates with experience and/or holding STEP qualification would be advantageous.

Furthermore, the business is due to embark upon their next chapter of growth and are looking for growth minded individuals who are excited by the prospect of collectively growing together, embracing technology and always looking to achieve excellent client service.

Career progression available such as support towards becoming a specialist in key areas or onto becoming a Financial Advisor

Technical Paraplanner Requirements

You must be Level 4 Diploma qualified and ideally with advanced qualifications such as towards Chartered or niche areas like STEP qualification

You must be an experienced Paraplanner, confident undertaking thorough research and report writing

You should have desire to be part of a growing team and take an active role in delivering growth for the business

Technical Paraplanner Benefits

Salary negotiable depending on experience and qualifications

Plus company benefits

Mainly office based role with potential for 1 – 2 days from home

Fantastic opportunity to play a key role within a well-established, growing team

Locations

Bradford-on-Avon

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