A fantastic opportunity has arisen to join a highly successful, fully independent financial planning practice based in Ferndown. This well-established firm has built an exceptional reputation within the industry, boasting a loyal client base and a proven track record of growth over recent years.
Due to continued expansion, the company is seeking an experienced Paraplanner to join their friendly and supportive team. This is an excellent opportunity to work closely with a team of professional Financial Planners, the Director and valued clients, contributing directly to the ongoing success of the business.
The ideal candidate will be Level 4 qualified, although this is not essential - those working towards will also be considered. You will have the opportunity to attend client meetings if desired, gaining greater insight into client relationships and the financial planning process.
The firm prides itself on its collaborative culture, low staff turnover and commitment to providing a positive and engaging working environment.
What’s on offer:
- Competitive basic salary up to £50,000
- Discretionary annual bonus
- 25 days holiday plus bank holidays
- Hybrid working – 2 days in the office / 3 from home (or vice versa)
- Additional company benefits and ongoing professional development support
This is an excellent opportunity to join a respected and growing business that truly values its team and offers genuine long-term career prospects.
Sector:
- Financial Services
- Financial Planning
- Asset & Investment Management
