up to 40,000
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- Creating Suitability reports
- Client meetings, alongside advisers
- Researching Financial products for clients
- Assisting Financial Adviser in preparing for a client meeting
- Maintaining and updating back-office systems and platforms
- Highly competitive salary
- Modern office facilities
- Great supportive environment
- Fantastic rewards and long-term incentives
- Work closely alongside Chartered Financial Advisers
- Level 4 Diploma in Financial Planning
- Previous experience as a Paraplanner
- Knowledge of creating detailed Suitability reports
- Articulate and confident with a demonstrable professional manner
- Start every journey with a conversation to find out about you in-depth.
- Provide honest feedback on where you fit in the job market.
- Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
- Take a holistic mindfulness approach – career happiness is rarely just about the money.
- Cover the whole of the UK with a local touch through our regional teams.
- Never pester you.