CF30 Paraplanner
One of the UK’s leading Wealth Management firm is seeking to recruit a CF30 Paraplanner to work closely with their extensive book of Private Clients. You will join a dynamic team responsible for analysing prospective client portfolios and providing regulated financial advice. Reporting to the Team Leader, your main responsibilities will include formulating asset allocation recommendations and writing suitability reports. Key Responsibilities: Assess prospective client portfolios to determine suitable asset allocation recommendationsReview and develop financial plans for clients with specialized needsEvaluate pension and investment bond arrangements for transfer suitabilityProvide training to other team members as neededContribute to projects aimed at improving team efficiencyEnsure compliance with regulatory requirements for providing financial advice Requirements: Bachelor's degree or equivalent experienceLevel 4 Qualification - CII Regulated Diploma in Financial Planning or CISI Investment Advice Diploma preferredMinimum 3 years of experience in financial servicesStrong organizational and time-management skillsAbility to work well under pressure in a fast-paced environmentExcellent understanding of financial planning principles and client suitability On Offer: Salary in region of £50,000 - £60,00028 days holiday plus option to buy further daysBi-annual bonusEnhanced maternity pay packageRetirement pension plan with company contributionsGym subsidy and emotional well-being servicesOngoing training and career development opportunitiesHybrid working An excellent opportunity to join a prestigious name in the wealth management sector who can offer stability and genuine longer term career development opportunities.
read more