Paraplanner job in Cannock

The Specialists in Financial Services Recruitment

Job Details

Paraplanner Paraplanner
Reference ID: 1245
  • Salary/OTESalary of £32,500 to £37,500
  • Vacancy LocationWithin commutable distance to Cannock
  • RemunerationEmployed
  • RegionMidlands
Job description

Are you an experienced Paraplanner within commutable distance of Cannock, looking to join a well-established company that have a fantastic team of dedicated Financial Advisors? 

As a Paraplanner you will be providing technical, research and administrative support to the Financial Advisers and developing suitable client recommendations. Also, you will be supporting Financial Advisers in developing and maintaining long term ongoing client relationships. As such you will:

  • Make appointments with existing clients who are on an ongoing service proposition
  • Undertake basic fact find activities, including gathering new information about the current client and more
  • Contact clients prior to advisor meetings to confirm appointments and obtain up to date information in line with practice processes and advisor requirements
  • Creating a draft recommendation and draft Suitability Report for the licensed Advisor to review and sign
  • Identifying potential client needs to refer to a licensed Advisor, researching financial databases and products that match clients' needs. 

Their team of Financial Advisors have many years of experience within the financial services industry and therefore are able to offer a truly holistic financial planning experience. Their advice is always delivered in a friendly and professional manner using terminology that clients can understand and relate to and this firm pride itself in always putting the client first. Their excellent connections allow them to keep abreast of any legislative changes and ensure that their advice remains appropriate to clients' circumstances.  

The Company

This well-established company, with its head office based near Wolverhampton, have a large team of Mortgage & Protection Advisors, Financial Advisors, Commercial Finance Managers, Administrators and more! With robust business development in place to support the growth of their team.  

Paraplanner Requirements

  • Ideally, you are Level 4 Diploma qualified
  • You must have industry experience
  • You should be an excellent communicator both in written and verbal with a methodical approach to your work

Paraplanner Benefits

  • Salary of £32,500 to £37,500
  • You will be offered continuous training and development from the business that support career progression if this is something you desire
  • Office based Paraplanner role 

Location

Within commutable distance to Cannock

Call us now on 0208 0044 154 or click Apply

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