Paraplanner
Job Details
Reference ID | 457 |
---|---|
Vacancy Location | Home based |
Job sector | Paraplanner |
Job type | Field |
Remuneration | Salary of £42,000 to £48,000 dependent upon experience and qualifications |
Description
This Paraplanner job is available within an award winning
firm that truly cares about their team.
You will be joining their growing team of Paraplanners who
support their team of Holistic Financial Advisors. Your responsibilities will
include:
- Reviewing factfinds and meeting
notes from their team of Financial Advisors to ensure they meet compliance
guidelines - Researching the whole of market
and undertaking financial calculations to identify appropriate financial
planning solutions - Draft suitability reports, for
final approval by the Financial Advisor - Provide detailed technical
support to ensure their private clients receive quality, compliant advice
meeting their financial planning needs
This role
has a holistic focus, whereby you will involved in a variety of products and
advice needs, therefore our client is looking for individuals with holistic experience.
Paraplanner
Requirements
- You must have experience as a
holistic Paraplanner and used to supporting a team of Financial Advisors - Paraplanners with experience of
working towards SLA targets would be beneficial - You
should hold full Level
4 Diploma qualification in Financial Planning - Must have strong attention to
detail and able to explain complex information clearly
The
Company
This multi-award winning, people focused business is a
well-respected Independent Financial Advice firm. This Independent Financial
Advisory company was setup over a decade ago by a leading life and pensions
provider. This firm has grown to approximately 190 employees across the country
and has developed a substantial list of private clients and SME corporate
clients who choose to use them for financial advice.
Paraplanner
Benefits
- Salary of £42,000 – £48,000
dependent upon experience and qualifications - Plus,
company benefits include 25 days holiday plus bank holidays, 6% employer
and 3% employee pension contribution, 4x life assurance, PMI, income
protection and critical illness plus many more! - Home
based with once a fortnight / month visit to their office in Farnborough
(or more often if you desire) - Regular charity initiatives,
including 1-day annual allowance for charity work - Normal working hours
Locations
Remote based with once a fortnight / month visit to their
office in Farnborough
Call us now on 0208 0044 154 or click Apply
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