£28,000 – £45,000
Working on behalf of an award-winning firm of Chartered Financial Planners based in Surrey and Hampshire, we are seeking a Paraplanner to join their expanding team.
There are the opportunities for both experienced Paraplanners and Trainee Paraplanners. Working as Paraplanner, you will join the existing paraplanning team to support the Financial Planners, carrying out research, developing financial plans, writing reports and attending client meetings.
You will at least be Diploma qualified, preferably working towards Chartered status and have a least 2 years’ experience in a similar role, covering investments, pensions and holistic financial planning, having a good understanding of cash flow forecasting and great technical knowledge.
This opportunity would suit an experienced Financial Planning Administrator seeking their next step in their career. You will ideally have 2 years’ experience within the financial services sector, having gained broad knowledge within general financial planning.
To be considered for either positions, you will be career dedicated, with excellent attention to detail and the ability to work autonomously.
These are excellent opportunities for dedicated and professional individuals to join a highly reputable and successful firm who can offer full support with career progression, training and study support, along with other added benefits
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The information contained in our advert including any salary or on target earnings information is given in good faith and Clark James Ltd uses all reasonable efforts to ensure that it is accurate. However, Clark James Ltd gives no representation or warranty in respect of such information and all such representations and warranties, whether express or implied, are excluded. No liability is accepted by Clark James Ltd for any loss or damage which may arise out of any person relying on or using any information within this advert.
All applications received will be dealt with in the strictest confidence
Due to the volume of applications received we will be in touch if your application has been successful within 7 working days. If you have not received any communication within this time, please assume you have been unsuccessful on this occasion, but the information may be retained in connection with future opportunities.