Up to 35,000
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- You will work closely with the financial planners to analyze clients’ existing arrangements and will research potential solutions.
- You will use cash flow modeling and prepare recommendation reports.
- Organize documents required to allow the Financial Planner or Mortgage Specialist to present solutions to their client.
- It is the Paraplanner’s overall responsibility to ensure that the client file is compliant.
- Salary up to £35,000
- Benefits package
- Free Parking
- Exam support
- Opportunity for career progression
- 3 Years’ experience Paraplanning experience
- Level 4 qualified or close to obtaining
- 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.