Paraplanner

Company : Enable Recruitment

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! Highly regarded within the industry, our client has built an outstanding reputation for delivering bespoke advice and wealth planning expertise to clients across the UK.

If you are a detailed-orientated professional with a passion for financial planning and client service, we’d 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
Flexible working structure with working from home and flexitime offered
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.

Share Job

Get your Resume Reviewed for Free

Similar Paraplanner Jobs in the UK

Get your Resume Reviewed for Free

Email address

Why are you reporting this job?

I think it’s a discriminatory or offensive

I think it’s fraudulent or a scam

I think it’s trying to sell something unrelated to the job / it’s asking for money

I think it contains incorrect or broken information

Other

All Job Ads are subject to GrabJobs’s Terms of Service. We allow users to flag postings that may be in violation of those terms. Job Ads may also be flagged by GrabJobs moderation team. However, no moderation system is perfect, and flagging a posting does not ensure that it will be removed.

Setup your job alert:

Frequency

By activating job alerts, I agree to GrabJobs Terms & Privacy Policy. I can unsubscribe to job alerts anytime. Skip

Paraplanner

Job Description - Paraplanner

Similar Paraplanner Jobs in the UK

Mobile Apps