Paraplanner (Hybrid/Remote)

8 Days Old

This is a great opportunity to join a lovely and rewarding organisation, where you can continue and also develop your paraplanning career in a long established and stable/growing business.
Location: Can be office based but home working is also available.
Hours: Full time. 9am until 5pm (Monday to Friday)
Salary; £30,000 - £40,000+ Negotiable
Contract type: Permanent
Benefits;
1. 30 days holiday (inclusive of bank holidays, increasing with length of service, Christmas company Shutdown is also in addition)
2. NHS Top up Medical Cash Plan (increasing with length of service)
3. Gym membership
4. Free onsite parking
5. Bike to work scheme
6. Exam support and funding
7. Inhouse development path for those that want to develop throughout the various roles
8. Team socials
9. Hybrid working
Role purpose: An exciting new opportunity has arisen to join their successful Paraplanning team by providing daily Paraplanning support to the Financial Advisers and clients within the business.
Key Duties/Responsibilities/Person Specification:
* Providing high quality technical paraplanning support to the adviser team and Paraplanning Manager across all areas of financial advice
* Preparation of suitability letter and reports in line with Advice framework standards and compliance
* Research and analysis of financial products.
* Analysing clients circumstances, goals and objec...
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Location:
Wrexham
Salary:
£30,000 - £40,000 /annum + excellent benefits + career
Job Type:
FullTime
Category:
Accounting & Finance

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