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Job Description
The opportunity
We are looking for an experienced Paraplanner to join the newly established and growing team of advice professionals. Working as an integral part of the support team providing our advisers and their clients with a professional and efficient service, you will be key to the delivery of this first class service. We'd like you to support our advisers with maintaining client records, occasional data gathering, application form preparation and submission.
The role will involve promoting the companyβs services in a professional and FCA compliant manner.
This is a permanent, hybrid role, based in our Swindon office, with the requirement to be in the office 3 days a week. Join our mission to make financial advice accessible to everyone
The benefits: