Paraplanner (Full-time or Part-time)

The Role:

We have an exciting Paraplanner role available for an aspiring individual who wants to progress their career with in a growing Financial Advice Firm. We are looking for a team player who is committed to delivering an outstanding Client experience and strives to put our Clients needs and interests at the forefront of everything they do. Our Paraplanners will be talking with Clients as required, taking the information gathered by our Administration Team, and analysing this in conjunction with the Adviser meeting notes, wider client information and their fact find form, to develop a financial suitability strategy that meets the outcomes that the Advice Team have agreed with the relevant Clients or family group. These can span from a simple Pension switch through to complex HNW multi Pension, ISA, GIA, EIS and/or VCT cases.

What we offer:

This is an office-based role, with flexible hours, a competitive salary and attractive package of benefits. Our aim is to ensure our people are fully supported with paid-for training and development, in addition to Company Pension, Health Cover and more. All designed to make sure our people can grow in their careers, and that we, as responsible employers, are looking after each team members health and well-being.

To Apply:

So if you have 4 or 5 years experience in similar roles, then please email us your CV and a covering letter describing what relevant skills and experience you can bring to Berkshire IFA, along with your salary expectations to [email protected].