Paraplanner in Shaftesbury - Cranleigh Personnel

Paraplanner

Based Shaftesbury

Hours 9am-5pm

Salary up to £40,000

Are you a Paraplanner looking for your next challenge?

Are you currently working for a smaller wealth planning practice and are looking to join a larger practice with established processes and procedures?

Or are you feeling like your career isn’t developing enough?

If so, we have the opportunity for you.....

The company:

Our client is a well established Wealth Management Practice, and is looking for their next Paraplanner hire.

They are currently consisting of just over 50 within the company based over four offices. They have expanded consistently in the last few years, and so this has opened up opportunities for employee growth and development, and the practice manager is hugely passionate about encouraging and developing employees, as well as managing processes and procedures and work flow to ensure a highly desirable working environment.

Although growing, they have been very conscious to keep the 'family feel’ of their practice. Cultural fit is key as they are an integral part of each of the communities their office is based in.

The role:

• This role focusses on the more technical aspects of the paraplanning support function, with full administration support, and a dedicated annual review team - the paraplanner can focus on collaboration with the advisers and the technical aspects such as cash flow, and suitability letter writing.
• There is a real mix of junior and well established advisers, and a good mix of new and existing clients - including high net worth clients, so the work is also varied.
• They offer a structured career development and exam plan based around your goals - whether that be working towards a senior paraplanning position, or an Adviser role.
• They also offer pay rises for each exam passed and full financial support with these too.

Please note due to the rural location you will need to be a driver.

They operate 5 days in the office working week.

So, if you are thinking you need a fresh start and to gain more technical experience and a route to paraplanning, or want to be part of a well established, growing and hugely supportive team - then please apply and then we can run through the role in more detail.