We are looking for a full-time paraplanner to join our progressive team to continue to help bring value to the firm. Whether you are a fully qualified level 4 paraplanner or part way through examinations, we would like you to join the team!
Why should you apply?
Competitive salary - qualifications and experience-dependent
Support and training
Bonus’ and pay rises in line with continued examinations and experience
Discretionary Christmas bonus (depending on company performance)
Increasing holiday allowance based on service
Fully funded Financial Services exams (even to Chartered)
Death in service policy
Free onsite parking
Options to progress into advising if so desired
Young and progressive management team that allows your voice to be heard at all levels!
Let’s talk about the job
As a paraplanner you’ll be expected to deal with the following:-
Existing pension plan reviews
Preparing and compiling financial analysis data
Writing financial planning suitability reports
Analysing cashflow forecasts
Completing client reviews
Liaise with advisers to determine the best outcome for the client
Essentially everything you’d expect and want to do as a paraplanner.
Why us ?
First Service Financial is a firm of Independent Financial Planners with our central office based in Loughborough. Our core aim is to help clients from all walks of life, as we believe that everyone deserves the opportunity to receive valuable financial advice. This means that you will be exposed to a huge array of clients and differing situations to keep you engaged on your toes.
email@example.com Direct Line: 01509 438325