Paraplanner

Recruitment 22 Limited

Job Location:

Derbyshire - UK

Yearly Salary: £ 37000 - 38000

Posted on: 5 hours ago

Vacancies: 1 Vacancy

Job Summary

Paraplanner Ashbourne 38000 - 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 who support hybrid working and are accommodating/flexible with hours of work.. And in a company who deliver on professional development i.e. Paraplanner > Financial Adviser.

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.

Starting Salary:

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 to 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.

Paraplanner Ashbourne 38000 - 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 who support hybrid working and are accommodating/flexible with hours of work.. And in a company who ...