Paraplanner

Paraplanning

Reference ID

AL925

Category

Paraplanning

Salary

to c£36,000 + benefits

Contact Person

Angela Liscombe

Job description

Paraplanner

Near Derby (Our Ref AL925)

Salary to c£36,000 + benefits

 

An excellent opportunity has arisen for an experienced paraplanner to join an established team based near Derby.  Our client is a successful Wealth Management Organisation providing independent financial advice to Private and Corporate clients.

You will work closely with the Wealth Planners and will be responsible for creating reports and financial plans for clients in areas such as investments, retirement planning and IHT Planning.

You will have previous paraplanning experience and may be level 4 Diploma qualified although this is not a requirement.  Experience using Voyant will be a distinct advantage. Full support is on offer for the attainment of further professional qualifications.

If this role is of interest, then please apply with an up to date CV.  We aim to respond to all applications but occasionally, due to overwhelming response, this is not always possible.  Should you not hear from us within 10 days please assume your application has been unsuccessful.  By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Our full Privacy Notice can be found on our website.

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