Paraplanner

New Yesterday

Job Description

An award-winning private Financial Planning business is in search of an experienced Paraplanner to join their thriving business.
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
What youll be doing as Paraplanner
  • 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
What were looking for in an ideal Paraplanner
  • Previous Paraplanning experience
  • Report writing and financial analysis capability
  • Knowledge of FCA compliance and regulatory framework
  • Experience researching financial products and solutions
This is a full-time, permanent role working Monday-Friday, 09:00-17:30.
To apply for this role as Paraplanner, please click apply online and upload an updated copy of your CV.
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Location:
Watford
Job Type:
FullTime
Category:
Finance And Insurance

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