Part Time Paraplanner / Technical Administrator

Part Time Paraplanner / Technical Administrator

Part Time Paraplanner / Technical Administrator. A Trowbridge based financial planning firm are looking for a talented Paraplanner / Technical Administrator to join the team on a part time basis. This position is working for a long established financial planning company who offer goal based financial planning, wealth management, tax saving strategies, later life and retirement planning, estate planning, equity release and a whole host of other financial services.

This role is office based in Trowbridge.

The Part Time Paraplanner / Technical Administrator will join a company prepared to fund further training as well as pay exam bonuses for taking the exam and further exam bonuses for passing the exam in a personal development focused business who retain their staff for long periods of time due to it being a great company to work for.

On top of this the Part Time Paraplanner / Technical Administrator will enjoy an excellent salary and working conditions.

The Paraplanner / Technical Administrator will support a very experienced senior financial planner through day to day meeting support, help implement the agreed client strategy by researching and analysing investment options, assist in profiling and planning, prepare plans and all other relevant technical admin to assist the senior financial planner - a full job description can be provided. This is an excellent development opportunity.

The Part Time Paraplanner / Technical Administrator will need:

Paraplanning experience and technical administration experience
Preparation of financial planning experience
Financial qualifications (ideally RO1,2,3 / CF1,2,3)

The client will entertain candidates with some of the above looking to step up.
The Part Time Paraplanner / Technical Administrator salary range is therefore £22-35k + bonus + pension pro rata The lower for a more entry level candidate and the upper for someone with extensive experience and qualifications.

Proactive People is an employment agency and employment business
Role: Part Time Paraplanner / Technical Administrator
Job Type: Part Time
Location: Trowbridge, Wiltshire,

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  • Location

    Trowbridge

  • Sector:

    Part Time Only

  • Job ref:

    807e322e494f

  • Published:

    26 days ago

  • Expiry date:

    2021-03-11

  • Client:

    Part Time Promotions