This role is best suited to those with 2 years paraplanning experience who also have their level 4 qualification. With this role you will benefit from joining a large team where you will receive support, hybrid working, great benefits, and due to growth plans, there will be opportunities to progress further within the business.
Business
This is a large Financial Advisory business that provides advice on a whole of market basis. They have offices across the UK. This role is based in the Warwick Office.
Role
In this role you will be supporting the firms experienced advisors to ensure they are giving the best financial advice to their large client base. This includes preparing client suitability and annual review reports, ensuring they adhere to both FCA and firm guidelines. In addition, you will research products, funds and investments, undertake tax calculations and keep up to date with tax rule changes.
Benefits
* Hybrid working
* Up to £40,000 Salary
* 31 holiday days (Including bank holidays)
* Income protection
* Life insurance
* Employee Assistance program
* Financial and personal well-being support
* Virtual GP appointments
* Company sick pay
If you think this is of interest to you, then the next step is to apply. Don’t worry, the application is simple, just attach your CV along with your basic contact details. We will then get in touch to gain any additional information we require. Then you can sit back whilst we present you to the business with the aim of opening the lines of communication and setting up a call between you both.