Two Paraplanners required - Informed Choice
RachelHalton
Member
We're looking for two experienced Paraplanners to join our award-winning team.
You should be Diploma qualified and have at least two years’ experience working as a Paraplanner covering investments, pensions and financial planning. Experience with Truth from Prestwood would be beneficial.
You will be working within our existing Paraplanning team, supporting our Financial Planners by carrying out research, developing financial plans, writing reports and attending client meetings.
We are flexible in terms of location in the office and home working that suits you and us
Our ideal candidate has excellent attention to detail and the ability to work autonomously, taking a client file and turning it into a technically accurate and well-presented financial planning report.
For the right individual, a competitive salary and bonus structure, along with a pension contribution, private medical insurance and study/training funding is available.
Job Types: Full-time, Permanent
Salary: £35,000.00-£45,000.00 per year
Bonus scheme
Casual dress
Company events
Company pension
Flexible schedule
Private medical insurance
Profit sharing
Sick pay
Wellness programmes
Work from home
Monday to Friday
Contact rachel@icfp.co.uk
You should be Diploma qualified and have at least two years’ experience working as a Paraplanner covering investments, pensions and financial planning. Experience with Truth from Prestwood would be beneficial.
You will be working within our existing Paraplanning team, supporting our Financial Planners by carrying out research, developing financial plans, writing reports and attending client meetings.
We are flexible in terms of location in the office and home working that suits you and us
Our ideal candidate has excellent attention to detail and the ability to work autonomously, taking a client file and turning it into a technically accurate and well-presented financial planning report.
For the right individual, a competitive salary and bonus structure, along with a pension contribution, private medical insurance and study/training funding is available.
Job Types: Full-time, Permanent
Salary: £35,000.00-£45,000.00 per year
Bonus scheme
Casual dress
Company events
Company pension
Flexible schedule
Private medical insurance
Profit sharing
Sick pay
Wellness programmes
Work from home
Monday to Friday
Contact rachel@icfp.co.uk