Para-Planner – Bedford

Para-Planner, Bedford – up to £40,000 with excellent benefits and Hybrid working

We are delighted to be partnered with an established Financial planning business based in the heart of Bedford. They are seeking an experienced Para-planner to join their busy team of three advisors and four support staff.

The successful Para-planner will be experienced in:

• Producing reports for annual reviews and business recommendations.
• Producing letters based on existing advice.
• Produce and assist with illustrations.
• Using own initiative
• Comfortable in client facing roles.

The business is growing and it’s an exciting time to be joining them. They offer a generous renumeration package, pension contributions and can offer study support to levels 4 or 6. They will also offer hybrid after probation. To find out more, please get in touch.