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Type of Position: Paraplanner - Colchester
Pay: £35k - £55k
Our client based in Colchester is looking for a determined and experienced Paraplanner to join their boutique financial planning team. You will be working closely with the Director, who is a Chartered Fellow, Certified Financial Planner, and Chartered Wealth Manager. You will be taking part in client meetings and influence processes such as investment strategy. As recruitment for the business grows, you could also chose to be a mentor for new employees and also progress to become a financial planner, should that be your career goal.
As a company, our client offers flexible and personalised financial plans, backed up with detailed investment reviews. You will solve complex situations (planning scenarios, tax, dealing with significant wealth). You will also master a variety of analytical systems, including Financial Planning cashflow forecasts, and investment research. Our client offers full training of their processes and company standards, and will work through a development plan to help build your skills. If you choose, they will also offer the opportunity to undertake further study, with materials paid for and paid study leave.
If this position is something that you would be interested in, then please forward your CV to firstname.lastname@example.org