Paraplanner, Staffordshire

Hybrid available

Up to £45k

This role is best suited for somebody already in a paraplanning role. Already holding the level 4 diploma is desirable, but the firm will consider experienced paraplanners. Our client is looking for a dedicated and driven individual to join their team. You will benefit from joining a strong team where you will receive support, hybrid working, and great benefits. This business offers long term security and progression opportunities to their employees.

The BusinessThe company is directly authorised and offers independent and holistic advice. They are a strong business that are growing year-on-year. There is a well established team in place who pride themselves on their dedication to delivering an exceptional client outcomes.

The RoleAs a Paraplanner, you will be working closely with the firm’s advisers by providing technical support in accordance with the client’s advice needs. After assessing the client’s needs, you will be producing accurate, timely, and compliant reports.

A typical day will involve conducting research on products and solutions before producing suitability reports that advisers will present to clients. In addition, you will be involved in the preparation of client review packs, illustration requests, and assisting with and maintaining client records.

The Benefits

• A salary of up to £45k
• Hybrid working available after probation
• 25 days holiday plus bank holidays. Option to purchase up to 5 additional days.
• Pension contribution of 5% by employer plus 3% employee which can be offered as a salary sacrifice
• Flexible working available