Job Description
Oakley Recruitment is working in partnership with an expanding organisation based in Warwick. This is an excellent opportunity to join the team as a Paraplanner on a full-time permanent basis
Culture and Environment
Our client culture is supportive, friendly and welcoming, the team share best practices and have a great working relationships. Often going out as a team socially. The environment is a corporate office space with a modern feel.
Personality
The ideal candidate will have experience working with a variety of products and will have a good understanding of the whole financial process. You will demonstrating good client communication and relationships as well as quality service delivery.
Reward
* 23 days holiday including bank holidays, increasing in length of service to 25 days
* Contributory pension
* Sick pay probation (4 weeks)
* Life insurance
* Virtual doctor and mental health appointments
* Salary sacrifice
* Employee Assistance Programme
Job Role:
1. Working with the Financial Planner to discuss client objectives, identifying and where required, assist the Financial Services Administrators in obtaining information necessary to compile a comprehensive financial suitability report
2. Assisting in identifying areas for planning and sourcing solutions suitable to meet the client's needs and objectives
3. A...