Job Title

An exciting opportunity has arisen for aParaplannerwith 3 years’ experience to join a thriving and forward-thinking accountancy firm. This full-time, permanent role offers excellent benefits and a salary range of £35,000 - £45,000. As aParaplanner , you will be supporting Wealth Managers and Accountants by providing expert guidance on mortgages, pensions, and investments, utilising the Quilter Platform. What we are looking for: Previously worked as a Paraplanner, Financial Administrator, Financial Planning Assistant, Financial Planning Administrator, Wealth Management Administrator or in a similar role. At least 3 years’ experience in a similar role supporting Independent Financial Advisers (IFAs). Commitment to completing STEP exams within 6 months to provide advice on Wills and Trusts. Hold Para-Planning qualification. Strong IT and communication abilities. Apply now for this exceptional Paraplanner opportunity to work with a dynamic team and further enhance your career.#J-18808-Ljbffr