Full job descriptionOur client who are a national IFA firm with offices across the UK are currently seeking an experienced paraplanner to join their team in their practice near High Wycombe (hybrid working).
You will be responsible for providing research, analysis (including cashflow modelling analysis), technical support to advisers, and preparing suitability reports, within a highly client centric focussed environment.
This firm will support you with both technical qualifications (pay for exams and study material and you will benefit from their ongoing training and development scheme).
You must be an experienced paraplanner and be level 4 Diploma status (CII) and ideally level 6 Chartered status (CII) or near to achieving this.
Basic salary up to £60,000, bonus, pension and benefits