Paraplanner opportunity - Investor Profile, Northampton
An exciting opportunity to work in an IFA firm with a difference. We provide low cost financial advice to investors all over the UK. We have a young, friendly and supportive team.
We are looking for a diploma qualified (or part-qualified) paraplanner to join our growing team. This is a great opportunity for an industry experienced candidate who is technically minded, analytical and has excellent report writing skills.
The ideal candidate will be self-motivated and will be able to come in and hit the ground running whilst delivering a high degree of professionalism. Strong attention to detail is a must. In return we will provide a relaxed, friendly and supportive environment for you to grow and thrive in your role.
You'll receive excellent training, support from the whole team, a chance to learn from and work with a highly experienced Chartered Financial Planner, as well as benefits such as:
• Regular social events
• Ad hoc treat vouchers
• Finish early on Friday's
• Earn extra holidays
• WFH flexibility to suit you
The role would involve technical support to the Financial Planner and our clients, with a range of duties including cash flow planning, bespoke report and recommendation letter writing, technical calculations and communicating with clients.
The successful applicant will have previous experience working for an IFA Practice. A likely candidate will be level 4 Diploma qualified, or hold a specific paraplanning qualification, however we will consider part-qualified candidates dependent on experience.
This is a temporary contract (maternity cover) to start with but with a view to it becoming a permanent role depending on performance. The role is full-time with flexibility around home/office working.
Salary: £30,000.00-£40,000.00 per year, depending on experience and qualifications.
Please email: sam@investorprofile.co.uk with your CV or for more information
www.investorprofile.co.uk