TieTalent Farnborough, England, United Kingdom
Join or sign in to find your next job
Join to apply for the Paraplanner role at TieTalent
TieTalent Farnborough, England, United Kingdom
1 day ago Be among the first 25 applicants
Join to apply for the Paraplanner role at TieTalent
This Paraplanner job is available within an award winning firm that truly cares about their team.
You will be joining their growing team of Paraplanners who support their team of Holistic Financial Advisors. Your responsibilities will include:
* Reviewing factfinds and meeting notes from their team of Financial Advisors to ensure they meet compliance guidelines
* Researching the whole of market and undertaking financial calculations to identify appropriate financial planning solutions
* Draft suitability reports, for final approval by the Financial Advisor
* Provide detailed technical support to ensure their private clients receive quality, compliant advice meeting their financial planning needs
This role has a holistic focus, whereby you will involved in a variety of products and advice needs, therefore our client is looking for individuals with holistic experience.
Paraplanner Requirements
* You must have experience as a holistic Paraplanner and used to supporting a team of Financial Advisors
* Paraplanners with experience of working towards SLA targets would be beneficial
* You should hold fullLevel 4 Diploma qualification in Financial Planning
* Must have strong attention to detail and able to explain complex information clearly
The Company
This multi-award winning, people focused business is a well-respected Independent Financial Advice firm. This Independent Financial Advisory company was setup over a decade ago by a leading life and pensions provider. This firm has grown to approximately 190 employees across the country and has developed a substantial list of private clients and SME corporate clients who choose to use them for financial advice.
Paraplanner Benefits
* Salary of £42,000 - £48,000 dependent upon experience and qualifications
* Plus, company benefits include 25 days holiday plus bank holidays, 6% employer and 3% employee pension contribution, 4x life assurance, PMI, income protection and critical illness plus many more!
* Home based with once a fortnight / month visit to their office in Farnborough (or more often if you desire)
* Regular charity initiatives, including 1-day annual allowance for charity work
* Normal working hours
Locations
Remote based with once a fortnight / month visit to their office in Farnborough
Liability and Disclaimer
Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
TITL1_UKTJ
Seniority level
* Seniority level
Mid-Senior level
Employment type
* Employment type
Full-time
Job function
* Job function
Finance and Sales
* Industries
Technology, Information and Internet
Referrals increase your chances of interviewing at TieTalent by 2x
Sign in to set job alerts for “Paraplanner” roles.
Dorking, England, United Kingdom 1 week ago
Gerrards Cross, England, United Kingdom 1 week ago
High Wycombe, England, United Kingdom 1 week ago
Volunteer General Admin and Business Operations Support Volunteer | SEDSConnective
Horsham, England, United Kingdom 6 days ago
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr