Paraplanner Role Nr. Hungerford Berkshire (Hybrid Working Option Available)
Brown Dog Financial Planning is looking for a Paraplanner - Salary £35,000 – £45,000 DOE
We are happy to consider applications from part or fully diploma-qualified candidates - we are more interested in the skills you bring and are happy to support you in completing your diploma.
Do you enjoy the technical aspects of paraplanning? Do you love diving head first into the technical details and pulling out the relevant facts and information so the Adviser can focus on building the relationship with the client?
Do you approach your work with excitement at turning the technical and detailed into something the client can understand and work with?
We are a small team and specialise in providing a truly holistic lifestyle planning service. We typically work with a range of professional clients who want high-level service for:
Investment Planning
Pension Planning pre and post-retirement
Trusts and IHT Estate Planning
Tax Planning
Creating a clear picture and plan
The role is based at our office near Hungerford, with the opportunity to work from home up to 2 days per week
Undertaking research
If you'd like to have a chat about the role please reach out to Jessamy@browndogfp.co.uk