Paraplanner

Location: Puckeridge

Job Title:
Paraplanner
Salary: £45,000
Location:
Ware, Herts
Term:
Permanent

An award winning private Financial Planning business is in search of an experienced paraplanner to join their thriving business. Work in a successful business where you can show off your independent thinking, desire to contribute to a business, attend new client meetings and work both from home and office location.

Duties of the Paraplanner role:

• 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

Salary and Benefits for the Paraplanner role:

• Competitive local salary of £45k
• Hybrid flexible working structure
• 25 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

Please apply on line or call (phone number removed) for more information.

This vacancy is being advertised by Recruit Ability Ltd. The services advertised by Recruit Ability Ltd are those of an Employment Agency.