Highly Competitive |Hybrid |Wellington
Are you an experienced Paraplanner with a passion for financial services? We are seeking a dedicated paraplanning professional to support our client's team of Financial Advisers. This is a fantastic opportunity to join a successful, friendly, and high-performing team.
Key Responsibilities for a Paraplanner:
* Collaborate closely with Financial Advisers to provide comprehensive support.
* Prepare detailed financial reports and recommendations.
* Conduct thorough research and analysis of financial products.
* Ensure compliance with industry regulations and standards.
Requirements of a Paraplanner:
* Proven experience in a similar Paraplanner role.
* Strong understanding of financial planning processes and products.
* Excellent analytical and communication skills.
* Relevant financial qualifications are a plus.
* Level 4 Diploma in Financial Services and/or working towards Level 6 Advanced Diploma.
Benefits include:
* Competitive salary, negotiable depending on experience.
* 25 days holiday, plus bank holidays.
* Pension scheme.
* Death in service benefit.
If you are an experienced Paraplanner with a positive and proactive approach who wants to work with a proactive team and deliver the best service, this is the role for you. Our client is based on the Somerset / Devon border so highly commutable from Taunton, Wellington, Exeter areas.
Note on Sponsorship:We regret to inform you that at this time, we are unable to offer sponsorship for work authorisation for this role. Therefore, candidates must possess valid authorisation to work in the UK without requiring visa sponsorship.
Recruitment Consultant: Jo Caine
Ref: 10805
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