An award winning private Financial Planning business is in search of an experienced paraplanner to join their thriving business.
Duties:
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
Benefits:
Competitive local salary of £45k
Hybrid flexible working structure
28 days holiday (inc. bank holidays)
5% pension contribution
DIS
Training available. First exam paid for. CII – RO. Level 4 Dip. First exam paid for by employer
Close to Train station location
9-5.30pm Mon - Fri Skills and experience required:
Minimum of 3 years in a Paraplanning experience preferred