Paraplanner – SJP – Part or Fully qualified

Overview

Paraplanner – SJP experience – Part or Fully qualified

Location: Swindon Outskirts

Salary: £25,000 – £30,000 depending upon experience

Hours: Full time

Are you currently working for a smaller SJP practice and are looking to join a larger practice?

Or are you feeling like your career is developing enough with your current SJP practice?

Or maybe you are currently working in an IFA but are looking to transition to SJP

If so, then we may have the opportunity for you…

The role/Company:

  • This SJP practice is based on the outskirts of Swindon and has over 20 in the team
  • They have fantastic opportunities for career growth as are currently in the middle of a period of considerable growth and expansion
  • You will have full exam support and development – whether that’s completing your Diploma or continuing your Chartered exams
  • You will be working closely with the Advisers and producing full illustrations, cash flow modelling and writing in-depth suitability reports

As a Paraplanner:

  • You will need previous experience within an SJP practice or IFA
  • You will have experience of paraplanning duties including cash flow modelling and writing suitability reports
  • You may have taken some professional qualifications already or be keen to continue, if so, full support is available to help you do this.

If you are ready for a change to an expanding SJP practice then please apply.

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    Paraplanner – SJP – Part or Fully qualified

    Overview

    Paraplanner – SJP experience – Part or Fully qualified

    Location: Swindon Outskirts

    Salary: £25,000 – £30,000 depending upon experience

    Hours: Full time

    Are you currently working for a smaller SJP practice and are looking to join a larger practice?

    Or are you feeling like your career is developing enough with your current SJP practice?

    Or maybe you are currently working in an IFA but are looking to transition to SJP

    If so, then we may have the opportunity for you…

    The role/Company:

    • This SJP practice is based on the outskirts of Swindon and has over 20 in the team
    • They have fantastic opportunities for career growth as are currently in the middle of a period of considerable growth and expansion
    • You will have full exam support and development – whether that’s completing your Diploma or continuing your Chartered exams
    • You will be working closely with the Advisers and producing full illustrations, cash flow modelling and writing in-depth suitability reports

    As a Paraplanner:

    • You will need previous experience within an SJP practice or IFA
    • You will have experience of paraplanning duties including cash flow modelling and writing suitability reports
    • You may have taken some professional qualifications already or be keen to continue, if so, full support is available to help you do this.

    If you are ready for a change to an expanding SJP practice then please apply.

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      Would you thrive in an environment that can offer clear progression structure and is goal orientated?

      Our client, a dynamic and ever-growing financial planning company, is now looking for its next selection of trainee financial planners.

      This is an exceptional opportunity for an ambitious and high-achieving individual to work with a dynamic and friendly team and relish the chance to focus on cultivating a career within Financial Planning.

      With this role, comes clear structure and markers for progression, and would suit anyone who thrives on achieving milestones and is serious about their progression through to Adviser. Beginning as a trainee financial planner, learning the ropes with administration, having full study support to achieve the CII Diploma in Financial Planning and progressing through to adviser.

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      • A bonus of up to 12% of annual salary
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      To be considered for this role, you must have:

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      • Passion for Financial Planning
      • Have superb attention to detail and excellent numerical skills

       

      Please note that due to the high level of response, only shortlisted candidates will be contacted. If you are not contacted within 7 days of your application, please assume you have not been successful. However, please keep applying as we work with some great local clients.

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      Desirable:

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      • 4x basic salary death in service
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    Location: Swindon Outskirts

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    Paraplanner – SJP – Part or Fully qualified

    Overview

    Paraplanner – SJP experience – Part or Fully qualified

    Location: Swindon Outskirts

    Salary: £25,000 – £30,000 depending upon experience

    Hours: Full time

    Are you currently working for a smaller SJP practice and are looking to join a larger practice?

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    • This SJP practice is based on the outskirts of Swindon and has over 20 in the team
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Contact us

Email: kate@cranleighpersonnel.co.uk or Call: 01483 279 837