Paraplanner
New Today
Make sure to read the full description below, and please apply immediately if you are confident you meet all the requirements.
This is a fantastic opportunity to join a successful business and show off your independent thinking and desire to contribute to a business. You will attend new client meetings and work both from home and office location (easily commutable via train).
Whats in it for you
- Competitive salary of £45,000 per annum
- Hybrid flexible working structure
- 25 days holiday (inc. bank holidays)
- 5% pension contribution
- Death In Service
- Training available. First exam paid for. CII RO. Level 4 Dip. First exam paid for by employer
- Understanding and analysing new and existing client current personal and financial circumstances and objectives
- Fielding new business calls from prospective clients
- Writing and producing detailed suitability reports
- Researching products for client individual circumstances and goals
- Communicating with clients and working closely with the Financial Advisers
- Supporting Financial Adviser and working as a team
- Joining client meetings where required
- Working with Network regulator to assist with FCA compliance
- Previous Paraplanning experience
- Report writing and financial analysis capability
- Knowledge of FCA compliance and regulatory framework
- Experience researching financial products and solutions
To apply for this role as Paraplanner, please click apply online and upload an updated copy of your CV.
Candidate Source Ltd is an advertising agency. xbpsjku Once you have submitted your application it will be passed to the third party Recruiter who is responsible for processing your application. This will include holding and sharing your personal data, our legal basis for this is legitimate interest subject to your declared interest in a job. Our privacy policy can be found on our website and we can be contacted to confirm who your application has been forwarded to.
- Location:
- Watford
- Job Type:
- FullTime
- Category:
- Banking And Financial Services
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