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Permanent

Paraplanner (Financial Services)

Bordon
money-bag 40000.00-40000.00 Annual
3072776592
Posted 2 days ago

Paraplanner (Financial Services) 40,000 - 50,000 + Pension + 33 Days Holiday + Bonus + Training + European Weekends AwayBordon, HampshireAre you an Paraplanner looking to join a stable Financial Services business known for looking after their staff, offering a great working environment, 33 days'' holiday, and the opportunity to earn an annual bonus?On offer is the opportunity to join a well-established Financial Services firm that is continuing to grow. They are a tight-knit branch that has been established for over 20 years and pride themselves on staff retention and a supportive culture.Your role will involve carrying out full paraplanning activities to support the Advisors. This will include fact-finding analysis, research, cashflow modelling, preparing detailed suitability reports, pension and investment comparisons, and undertaking technical work to ensure compliant and high-quality advice.Every other year, the owners organise a 3-4 day trip to Europe. Previous locations have included Madeira, Budapest, Dubrovnik, Valencia, and Krakow. In the years you do not travel abroad, there will be a UK-based weekend away.This role would suit an experienced Paraplanner looking to join a tight-knit business that offers long-term stability, a generous bonus scheme, and 33 days'' holiday.The Role Full paraplanning responsibilities Producing detailed suitability reports Research and technical analysis across pensions and investments Cashflow modelling and fund research 9am-5pmThe ..... full job details .....

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