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apply.jpgJob Title: Paraplanner
Salary:  £30,000 - £45,000 depending on experience
Location: Worcester
Job Type: Full time, permanent


Are you an experienced Paraplanner with strong analytical and effective verbal communication skills?  Do you feel like you need more job satisfaction than your current role/team/organisation offers?  If you answered yes to both questions we might have just the role for you.

My client is seeking a Paraplanner to support a friendly team (I know one of the Advisors and he’s a dream), based in Worcester.  The company is a global financial services group with a good pedigree and can offer excellent prospects for career development.  They encourage contribution and community and engage in numerous charitable and social initiatives at a local and global level.

The role will involve supporting a team of financial advisors:

  • Reviewing client circumstances and producing concise, accurate and FCA compliant reports
  • Liaising with advisors, compliance officers and product suppliers
  • Assist support teams to ensure records are complete. 

You will have:

  • Level 4 Financial Planning (preference given to AF3 or AF7 pension transfer specialism)
  • Extensive Paraplanning experience
  • Excellent pensions, Trust/Tax knowledge
  • Strong analytical, research and report writing skills.

A competitive salary (£30k to £45k depending on experience) is offered along with an attractive benefits package.

Apply now to avoid disappointment.

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