We are working closely with a Niche Chartered firm in Poole who are looking to expand their back office and support team by taking on a Paraplanner.
This firm prides themselves on the high level of service they provide their clients so they are looking to take on an experienced Paraplanner who will pride themselves on their work and is able to work closely with both Advisers, other members of the Paraplanning team and your own Administrator.
Your main focus will be researching technical cases and completing Pension, Investment, IHT, and Tax report. You will be an experienced paraplanner with the intention to achieve or already have the level 4 diploma.
This is a fantastic opportunity to join a supportive firm, who promote work-life balance and will enable you to work from home one day a week.
Salary on offer is up to £45,000 with additional benefits.
For more information please contact Angharad Jones on 01179-170-413