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Paraplanner

Ware
TEAM
€45,000 a year
Posted: 22h ago
Offer description

An award-winning private Financial Planning business is in search of an experienced Paraplanner to join their thriving business.

This is a fantastic opportunity to join a successful business and show off your independent thinking and desire to contribute. 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 (incl. 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.

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