Company Overview:

A reputable wealth management business stablished in the 90s, which manages over 170 million in assets are looking to hire an experienced Paraplanner. The firm are committed to maintaining and growing the business while focusing on servicing existing client relationships. With a dedicated representative handling mortgages off-site, they are a dynamic and thriving financial services provider.

The ideal candidate will have a working knowledge of Intelligent Office and exhibit a keen attention to detail. You will play a pivotal role in supporting the financial advisers, assisting with client management, and ensuring the efficient operation of our office.

Benefits: Contributory pension scheme, annual bonus, healthcare plan, 25 days of holiday plus bank holidays

Work Environment:

The role is primarily office-based in Kenilworth, Warwickshire. You will work alongside two part-time colleagues and have access to on-site car parking.

What next?

Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion, we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.

Additionally, refer a friend or colleague to us and receive a cheque for 200 if we assist them in securing a new career.

Job Synonyms:

IFA administrator, Financial planning administrator, private client support, paraplanner assistant, IFA support, junior paraplanner, IFA, Financial Adviser, Financial Advisor, Financial Planner, Technical Support, Report Writer, Paraplanning, Wealth Management, Financial Planning