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Paraplanner (Level 4)

Job Posted: 2 days ago

  • Salary: £ 45,000 - 50,000 / Annum

    Job Type: Permanent

  • Location: Trowbridge, Wiltshire

Expire in: a month

Job Description

Paraplanner (Level 4) £45,000 - £50,000 + Hybrid (2 Days in Office) + Bonus + Wellness Program + Increasing Holiday With Service + Pension + Flexible Fridays + Time in Lieu + Study Support + Work Life Balance + 2 Days a Week WFH + Progression Trowbridge Are you an Paraplanner with a Level 4, looking to join a tight knit, friendly team, in a financial services business which will offer you work life balance, more time at home than in the office, 9-5 hours with a shorter day every other Friday, and increasing holiday with service? On offer is the opportunity to join an IFA working with hight net worth clients (+£400k). The company have typically grown their revenue 25% year on year since their establishment 25 years ago. Your role will involve supporting consultants, preparing compliant reports / 'Financial Life Plan' reports detailing the consultant's recommendations for the client, accurately investing client money as per recommendations and evaluating investment portfolios. This role would suit a Paraplanner with a Level 4 In Financial Planning looking for work life balance, hybrid working, nice hours and time in lieu. The role * Preparing compliant reports / 'Financial Life Plan' reports detailing the consultant's recommendations for the client * Investing client money as per recommendations * Evaluating investment portfolios. * 9-5 Monday - Friday The Person * Paraplanner * Diploma in Regulated Financial Planning * Commutable to Trowbridge, 2 Days a week Reference Number: 20781 Key words: Paraplanner, finance, consultant, dentists, clients, planning. If you are interested in this role, click 'apply now' to forward an up-to-date copy of your CV. We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered renumeration will be dependent on the extent of your experience, qualifications, and skill set. Ernest Gordon Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job, you accept the T&C's, Privacy Policy and Disclaimers which can be found at our website

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Looking for your next career move? Join a top company hiring Paraplanner (Level 4) job near me in Trowbridge, Wiltshire! This is your chance to work on exciting projects, grow professionally, and enjoy a rewarding career with competitive pay and excellent benefits. Whether you're an experienced professional or looking to take the next step, this role offers the perfect opportunity to enhance your skills and make an impact. Don’t miss out—apply today via Vita CV and take your career to the next level!

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