Stamford - £32k to £38k depending on experience.
Location: Stamford/Hybrid
Salary: £32,000 - £38,000 DOE
Hours: 9am - 5pm
Benefits: Company Pension Scheme, Sickness Policy (once probation period completed), 20 days holiday + Bank holidays, Week off between Christmas and New Year is given gratis, Hybrid working (Once probation period is completed), Parking Permit and Death in service benefit
We have a fantastic Paraplanner opportunity to join a successful and progressive wealth management firm in the Stamford area that offers both private and corporate financial services.
My client is a reputable financial practice with a successful history providing fully independent financial advice to clients.
They have built a growing client base and due to further expansion have a requirement for a Paraplanner to support a large team of professional advisors.
Job Description:
As a Paraplanner you will have experience of Financial Advice platforms and associated software, report writing and an understanding of FCA regulations, financial solutions, and their practical application within an IFA environment.
You will be Level 4 Diploma (or working towards) and have at least 2 years’ experience with the financial services industry. You will be analytical along with a key eye for detail. Plus, a positive, professional and proactive outlook.
To support you in your professional development the company will also work with you to continue your studies toward industry recognised qualifications.
This role also offers a hybrid work option after a qualifying period.
The successful applicant will have a working knowledge of Microsoft Office programs. You will need to be flexible, self-motivated and be able to work as part of a team.
The hours of work are 9am-5pm working in our Stamford Office.
As well as a competitive salary they also offer several excellent benefits including:
Company pension scheme
Death in service benefit
Sickness policy (once probation period completed)
20 days holidays plus Bank Holidays and the week off between Christmas and New Year
Hybrid working (once probation period completed)
Parking permit (if working in the office 5 days a week)
Apply Now!
