Social network you want to login/join with:
We are recruiting for a local, successful, and trusted financial advisory business.
We are a financial advisory business providing expert advice on all areas of financial planning.
The company operates a team ethos and will surround you with the right support and development to ensure that your knowledge and skills allow you to become the best version of yourself.
We are seeking an experienced Paraplanner to assist advisers with support that is of the highest quality and delivered efficiently.
The ideal candidate is passionate about financial planning and customer delivery. Ideally, you are currently in a similar role and have been for at least the last 2 years. You are at least part-qualified at Level 4. You must be motivated to build a successful career in Wealth Management.
What’s in it for you:
* Hours: 9-5.30pm – office based
* Pension scheme – match your personal contributions between 4% and 7%
* Life insurance – life cover at 4 times your salary
* Wellbeing – private medical insurance, subject to eligibility criteria
* Free car parking – you will need to have a clean driving licence and your own car
* Working with people who care about your development and success
* Working with great clients
* Comprehensive training and professional development
* Helping you become the best version of yourself
Key responsibilities:
* You will assist advisers in delivering the financial advice lifecycle through:
* Preparation for client meetings and post-meeting documentation
* Preparation and maintenance of client files
* Preparation of recommendations and suitability reports
* Implementing agreed recommendations
* Keeping your knowledge and skills relevant and up-to-date
We are looking for:
* Minimum of 3 Level 4 CII equivalent qualifications
* Minimum of 2 years’ experience within a paraplanning or similar role
* Ability to comply with defined business processes
* Ability to achieve outcomes independently
* High attention to detail and accuracy – ability to get it right first time
* Ability to multitask and prioritize effectively
* Proficient in desktop applications (Microsoft Word, Excel, and Outlook)
* You will need to have a clean driving licence and your own car
#J-18808-Ljbffr