Paraplanner

Overview

By prioritising how well they treat their people and helping them develop, this company has created a rewarding work place – a place where you can excel, develop your skills and achieve your career goals

With great training and development programmes, as well as positive coaching and support, this is a fun place to work, where people feel empowered, valued and motivated

People really enjoy working here – does this sound like you? 

You will need to be

• Someone who enjoys supporting between 1 to 3 Financial Advisers with their Paraplanning and working with Financial Administration
• Well used to doing a variety of reports with investment experience
• Someone who enjoys working with people – working with the Financial Adviser, you gain an understanding of the client’s needs, by reviewing fact finds, file notes, client risk profile questionnaires. Creating quotes and actively researching and analysing funds, product comparisons, funds and charges, you compile the suitability reports
• Ideally Diploma qualified, or Chartered

They will provide you with

• A culture that is a very friendly place to work – they love people who ask questions and who enjoy using their initiative
• Support with your own personal development
• The flexibility to work out of either the Reading, Colchester or Rickmansworth offices – whichever office is closest to you
• Flexibility to work from home on some days too if you wish