Paraplanner salaries in Westbury, WIL

Liaise with Wealth Managers, Administrators, and product providers to ensure the smooth delivery of advice and implementation.

6 days ago

Diploma qualified is desirable but consideration will be made for candidates who have the relevant skills and experience to do the job.

You must have the drive to achieve a minimum target sales of £50,000 in the first year. Previous experience in a paraplanner role preferred.

It is designed for someone who enjoys the technical depth of financial planning - scenario modelling, tax efficiency, product research and structured report…

8 days ago

This includes processing incoming post, scanning and allocating documentation, and ensuring client records are kept accurate and up to date across internal…

£26,000 - £30,000 a year

9 days ago

Hybrid working – typically 2 days per week in the office. Suitable professional qualifications to Level 4, with the ability to provide retail investment advice.