This is a fantastic opportunity to join a successful business and show off your independent thinking and desire to contribute to a business. You will attend new client meetings and work both from home and office location (easily commutable via train).
What’s in it for you
Competitive salary of £45,000 per annum
Hybrid flexible working structure
25 days holiday (inc. bank holidays)
5% pension contribution
Death In Service
Training available. First exam paid for. CII – RO. Level 4 Dip. First exam paid for by employer
What you’ll be doing as Paraplanner
Understanding and analysing new and existing client current personal and financial circumstances and objectives
Fielding new business calls from prospective clients
Writing and producing detailed suitability reports
Researching products for client individual circumstances and goals
Communicating with clients and working closely with the Financial Advisers
Supporting Financial Adviser and working as a team
Joining client meetings where required
Working with Network regulator to assist with FCA compliance
What we’re looking for in an ideal Paraplanner
Previous Paraplanning experience
Report writing and financial analysis capability
Knowledge of FCA compliance and regulatory framework
Experience researching financial products and solutions
This is a full-time, permanent role working Monday-Friday, 09:00-17:30.
To apply for this role as Paraplanner, please click apply online and upload an updated copy of your CV.
Candidate Source Ltd is an advertising agency. Once you have submitted your application it will be passed to the third party Recruiter who is responsible for processing your application. This will include holding and sharing your personal data, our legal basis for this is legitimate interest subject to your declared interest in a job. Our privacy policy can be found on our website and we can be contacted to confirm who your application has been forwarded to
Salary description
£45000.00 - £45000.00 per year