Job Details

Job description

Are you a current Paraplanner looking to join a people-based business that works at a fast pace? Also, this is ideal if you are seeking progression from Paraplanner to become a Financial Advisor, as they would support your development!

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 also be supported with progression to become a Financial Advisor, if desired.

Your Paraplanner 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

As a business, they would support you financially towards achieving your industry qualifications, including Chartered and have a study support group you can be part of!

Paraplanner Requirements

• You must be an experienced Paraplanner and hold full Level 4 Diploma (DipFA or DipPFS)
• 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 £42,000 depending on experience (negotiable) up to £45,000 with chartered status
• Plus company benefits include: company pension, discretionary Christmas bonus, 23 days holiday + BHs and financial support towards advanced qualifications
• The job would have flexibility to work from home part of the time after the probationary period 
• 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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