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Type of Position: Paraplanner / Assistant Financial Planner - Harpenden
Pay: £30k - £50k
Our client is looking for an experience Paraplanner / Assistant Financial Planner to join their expanding team based in Harpenden. It will be a full time hybrid working role, with the main purpose of supporting and working alongside one of the most Senior successful Advisers at the firm, with the option of moving to a career as a financial adviser over time (if desired). This is a rare opportunity to work with one of the leading advisers within the firm, enhancing your knowledge and industry experience with the possibility of working towards your own client bank in the future should you wish to progress in that direction.
Microsoft Office Suite, Iress, Xplan, O&M, Profiler, Cashcalc, Voyant
Knowledge of Standard Life Wrap, Aegon/Cofunds and AJ Bell Wrap would be preferred but not essential.
Diploma qualified preferred but will consider candidates with at least 3 RO papers passed and 2 years report writing experience.
Work from home
If this position is of interest to you, then please forward your CV to email@example.com