- At least 2 years’ experience in paraplanning
- Excellent knowledge of financial planning tools and modelling software.
- Excellent communication skills (both written & verbal) with the ability to establish and maintain strong client relationships.
- Hold a level 4 Diploma in Regulated Financial Planning
- The ability to translate technical information into an understandable format for clients
- Generous Salary and Bonus Package
- Company Pension Scheme
- 35 days holiday allowance
- Hybrid or home-based working options