Paraplanner

Company : Enable Recruitment

Job Type : Full Time

Spalding, Lincolnshire

Number of Applicants

000+

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Job Description - Paraplanner

Are you a Wealth Management professional looking for a new Paraplanner role?

We’re delighted to have partnered with an award-winning independent financial advisory firm that is actively expanding its Paraplanning team! Our client has experienced organic growth from delivering an excellent service to their clients within the region.

They are now looking for a Paraplanner to join their team due to internal progression, so if you are an experienced Paraplanner, we would love to hear from you!

What you'll be doing:

Providing support to the financial advisers of the business with advice formulation
Producing suitability reports, illustrations, cashflow modelling reports.
Carrying out technical research of funds and products for the adviser
Updating and managing the back office system (X-Plan)

What you need to apply:

3+ Years Paraplanning experience
Level 4 Diploma (DipPFS/DipFA) or working towards is preferable
Effective communication skills and capable of working in a busy environment
Experience in speaking with clients and providers on the adviser’s behalf

What's in it for you?

A basic salary of up to £45,000 dependent on experience and qualifications
Remote working opportunity
Social opportunities throughout the year
Exam funding and support
Progression opportunities into different areas of the business, depending on which way you see your career heading!
Enhanced Maternity & Paternity Pay
Generous annual leave allowance

What next?

Hit apply or contact Dan directly!

[email protected] (Just .co!)

Original job Paraplanner posted on GrabJobs ©. To flag any issues with this job please use the Report Job button on GrabJobs.

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Paraplanner

Job Description - Paraplanner

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