Job Details

Job description

Are you a current Paraplanner looking to join a people-based business that works at a fast pace? Also, are you seeking progression from Paraplanner to become a Financial Advisor?

In your role as a Paraplanner, you will be directly supporting one of their Financial Advisors and freeing up their time to service more clients and develop new business.

You will be supported with progression to become a Financial Advisor.

Your duties will include:

• Working closely with the Financial Advisor and his clients and liaising with the admin team
• Use cash flow forecasting and investment analysis software
• Taking meeting notes from the Financial Advisor and agreeing the follow up actions
• Undertaking research on both products and investments
• Gathering hard fact information from clients and product providers
• Assisting in preparing for reviews
• Preparing suitability reports and "action” letters such as withdrawal advice letters or ISA top ups
• Preparing illustrations for New Business etc
• Communicating with clients on behalf of the Financial Advisor

Chartered qualifications

Ideally, you should be working towards your Chartered qualifications. As a business, they would support you financially towards this and have a study support group!

Paraplanner Requirements

• You must be an experienced Paraplanner and hold full Level 4 Diploma (DipFA or DipPFS)
• Ideally, you should be Chartered or working towards this status
• Experience of cash flow forecasting and investment analysis software would be beneficial

The Company

Our client company is an elite financial planning and mortgage advice firm operating in the Cambridgeshire area. With over 30 years of experience in helping people make their financial plans, they have built strong trusted relationships with their clients.

Paraplanner Benefits

• Salary of circa £35,000 depending on experience
• Plus company benefits include: company pension, discretionary Christmas bonus, 23 days holiday + BHs and financial support towards advanced qualifications
• Working from their offices in St Ives (Cambridge) with free parking nearby
• Working hours of 9am - 5pm, Monday to Thursday and 9am - 4pm, Friday

Locations

St Ives, Cambridge

Call us now on 0208 0044 154 or click Apply

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