Paraplanner

Location: Ware

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