New role - Paraplanner - up to £45,000
We have partnered with a wealth management company going through a rapid period of growth, and therefore are looking for a Paraplanner to join them.
Our client provides financial planning and investment services, providing excellent services to clients ranging from blue chip, to smaller institutions. They are growing not only through new positions, but from aquisitions.
My client currently manages well over £2 billion worth of client assets, and shows no signs of slowing down!
They have multiple offices in the UK and offer hybrid working (locations disclosed on a call!)
What are they looking for?
- Level 4 diploma qualified minimum
- Working towards a Chartered status
- 3+ years experience as a paraplanning role
- IT Skills (Curo, Voyant, FE Analytics desired).
What will you be doing?
- Analyse clients current investments
- Working on Tax calculations
- Run and explain cashflow models to clients
- Create and recommend solutions to clients
As their Paraplanner, you would be joining a company huge on culture with regular social events and a people-first enviroment.
Benefits:
- Up to £45,000
- Private medical insurance
- Pension
- Income
- Death in Service
- Access to a full benefits platform
If you are interested, then apply, and let's have a chat! 😊
For more information about this role please apply, or email Aimee Allen on aallen@pg-rec.com who will be able to provide more details on the opportunity.
Many thanks, Premier Group