Are you an experienced Paraplanner looking to utilize your skills and knowledge within a forward-thinking wealth management firm?
This highly successful firm has built a strong team of Protection and General Insurance Advisers (placed £1bn of risk in 2015) and recently begun developing their Pensions Specialist division. Therefore, they are now keen to recruit a Senior Paraplanner to support their growing team of Pensions Advisers. Since establishing in 2009, they have grown to 33 staff across 2 regional offices and looking to continue to grow sustainably.
Roles and responsibilities
You shall be responsible for supporting their team of Independent Financial Advisers, specialising in DB and DC pension transfers by conducting research; writing suitability reports; providing information for client annual reviews and being proactive to ensure adherence to compliance procedures.
Requirements to be considered
You should have at least 3 years paraplanning experience, and be Level 4 Diploma qualified.
Salary of up to £45,000 dependent upon experience plus company benefits
21 days’ holiday plus birthday and bank holidays
Fantastic team of with a strong focus on marketing and technology to maximise business opportunities
Opportunity to work from either their vibrant office in Brighton or prestigious office in City of London
Exciting opportunity within a fast-growing Financial Advisory firm
Brighton or City of London
Contact us: Call us now on 0208 0044 154 to further discuss this position, or email us at firstname.lastname@example.org with your CV and details to receive a call from one of our regional recruitment consultants. Alternatively, press the ‘Apply Now’.
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