Paraplanner
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Job Location:
Yearly Salary:
Posted on:
16 hours ago
Vacancies:
1 Vacancy
Job Summary
Paraplanner Chesham 45000 - Progression to Adviser available
An excellent opportunity has arisen for a Paraplanner to join a friendly and supportive team within a highly regarded Financial Advisers. Its a full time position based in their Chesham office..
Here you will provide technical support to advisers find solutions for clients and be a point of contact for technical queries.
The role:
The person:
Salary:
Benefits:
Unsure if you should apply Or you dont have a CV
No problem! Send us a way of contacting you and well provide all of the information youll need to make an informed decision. Then if you need to do a CV we can even help you with that.
Everyone will receive a reply.
An excellent opportunity has arisen for a Paraplanner to join a friendly and supportive team within a highly regarded Financial Advisers. Its a full time position based in their Chesham office..
Here you will provide technical support to advisers find solutions for clients and be a point of contact for technical queries.
The role:
- Working closely with advisers to deliver compliant high-quality advice including:
- Writing financial planning and suitability reports
- Researching products and preparing illustrations/recommendations
- Preparing review packs and maintaining accurate client records
- Assisting with client queries and plan submissions
- Staying up to date with products legislation and compliance requirements
- Ensuring files and documentation are accurate well-presented and compliant
The person:
- Experienced in paraplanning with strong technical and report-writing skills.
- Diploma qualified (or working towards) is desirable.
- Highly organised reliable and client-focused with excellent written and verbal communication.
- A proactive team player with strong problem-solving and analytical skills.
Salary:
- 45000 per annum
Benefits:
- Hybrid working considered
- 25 days holiday plus Bank Holidays & your birthday off!
- Professional industry exams paid for along with study supported
- In-House Training Academy
- Annual Salary Review
- Life Assurance & Pension
- Progression through Adviser if desired
Unsure if you should apply Or you dont have a CV
No problem! Send us a way of contacting you and well provide all of the information youll need to make an informed decision. Then if you need to do a CV we can even help you with that.
Everyone will receive a reply.
