Paraplanner

• Forward thinking, directly authorised IFA
• Hybrid working
• JOB SECURITY - The business is in a trust and cannot be sold

Paraplanner Opportunity. £45,000. Hybrid Working. Halifax.
 
This is a perfect opportunity for a Paraplanner with good Paraplanning experience who’s keen to join a forward-thinking firm who are embracing technology, AI and all that comes with it.
  
But they still want you to be a Paraplanner!
  
To analyse client portfolio’s, research products and funds, work with the Advisers to design a strategy for their clients, and write the suitability reports. You’ll just do all of this with carefully selected tech which will make your life easier while doing so.
  
You do need to be a Paraplanner to be considered but level 4 is not essential.
  
You’ll work Monday-Friday, 35 hours per week on a hybrid basis and the benefits include:

• Circa £45,000 starting salary
• Hybrid working, 3 days in the office, 2 days working from home
• Salary sacrifice pension
• Free onsite parking and electric car charging
• Rewards (Days out, meals etc)
• Additional benefits being finalised
• JOB SECURITY - The business is in a trust and cannot be sold to a national or network