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Senior paraplanner

Perth
Exchange Street Claims Ltd
Posted: 15 December
Offer description

Ouch.
Glass ceilings hurt.
You're ambitious and want to keep improving, but where you are there's no training, no advancement, and no learning.
This job eliminates those problems.
Company overview Part of a wider Chartered Accountancy business, a recent merger has led to a review of the paraplanning team.
As financial planner numbers grow, so does the need for paraplanners - that's where you come in.
You'll have a manager, a mentor, and buddies from different teams.
The firm supports those who aim to become financial planners in 3 4 years, helping you obtain Chartered status and ramp up technical skills.
We work with HNW individuals and businesses with complex needs.
Your day to day work will be far from run of the mill, involving specialist planners and referrals from tax and corporate finance teams.
Benefits Starting salary up to £52,000 Agile/Hybrid working - core hours 10 AM to 2 PM and two home working days 25 days holiday plus bank holidays, with the option to buy or sell up to 5 days (28 days on a training contract) Employee recognition awards Succession planning programme and supportive management structure Employee Assistance Programme - free confidential 24 hour support, unlimited counselling and virtual doctors for you and your family Requirements 3-4 years of paraplanning experience, level 4 qualified No need to come from an IFA background or be an expert in all areas of financial planning Experience in IO would be good but not a pre requisite Want to know more?
Apply and we'll be in touch.
Even without an up to date CV, we can discuss later.
Everyone receives a response.

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