Job type
PermanentLocation
Stoke on TrentWorking Pattern
Flexible Working,Full-timeSpecialism
Financial Services OperationsIndustry
Banking & Financial ServicesPay
To c£40,000 + good benefits
Paraplanner: To £40,000 + good benefits: Stoke-on-Trent
Your new company
An excellent opportunity has arisen within a highly professional and growing firm of IFAs for a Paraplanner to join their well-established small team of paraplanners. You will work alongside an experienced, highly qualified team of professionals and be encouraged to develop your skills. The paraplanning team is supported by experienced administrators to enable you to focus on client recommendations.
Your new role
As a paraplanner, you will work closely with the advisers to prepare tailored solutions and the best advice is provided to meet clients' needs. This will include carrying out research, compiling financial analysis data and writing financial planning recommendation reports, including cashflow planning. You will also have the opportunity to accompany advisers to client meetings, and be involved with the client review process, ensuring all regulatory and compliance requirements are met.
What you'll need to succeed
Proven experience as a Paraplanner is essential together with strong technical knowledge of the full range of financial planning, together with good experience of back-office systems.
Minimum Level 4 Diploma and progression towards Chartered desirable.
What you'll get in return
In addition to a highly competitive basic salary to reflect experience and qualifications, the company also offers a good benefits package and flexible working hours.
What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion on your career.
An excellent opportunity has arisen within a highly professional and growing firm of IFAs for a Paraplanner to join their well-established small team of paraplanners. You will work alongside an experienced, highly qualified team of professionals and be encouraged to develop your skills. The paraplanning team is supported by experienced administrators to enable you to focus on client recommendations.
Your new role
As a paraplanner, you will work closely with the advisers to prepare tailored solutions and the best advice is provided to meet clients' needs. This will include carrying out research, compiling financial analysis data and writing financial planning recommendation reports, including cashflow planning. You will also have the opportunity to accompany advisers to client meetings, and be involved with the client review process, ensuring all regulatory and compliance requirements are met.
What you'll need to succeed
Proven experience as a Paraplanner is essential together with strong technical knowledge of the full range of financial planning, together with good experience of back-office systems.
Minimum Level 4 Diploma and progression towards Chartered desirable.
What you'll get in return
In addition to a highly competitive basic salary to reflect experience and qualifications, the company also offers a good benefits package and flexible working hours.
What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion on your career.
