Paraplanner

Paraplanner - Bury St Edmunds - Salary up to £45,000

Our well-established financial services firm is seeking an experienced Paraplanner to join our dynamic team. Based in Bury St Edmunds with hybrid working on offer, this role offers a perfect blend of professional growth, stability, and work-life balance.

Benefits:

• Flexible working after probation.
• Study support and exams paid for with paid study leave.
• Free parking on site.
• 29 days holiday + Bank Holidays + Christmas Closure.
• Subsidised private healthcare
• Income Protection + Healthcare Scheme
• Paid Study leave
• Volunteering days

Key Responsibilities:

• Collaborate with financial advisors to create comprehensive financial plans for clients.
• Conduct research and analysis to support the development of suitable financial strategies.
• Prepare and maintain accurate client files, ensuring compliance with industry regulations.

Requirements:

• Minimum of 2 years' experience as a Paraplanner.
• Level 4 qualification is mandatory.
• Proven track record of steady employment and commitment to roles.

What next?

If you are a dedicated and experienced Paraplanner looking to join a thriving team, we want to hear from you!

If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion, we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.

Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.