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Paraplanner - £30k-£40k + bonus potential! St Albans

Posted 5 January by Red Door Recruitment Limited Ended

We are looking for an exceptional individual to join a team of experienced advisors and paraplanners.

A leading Independent Financial Advisor firm based in St Albans is expanding and therefore, they are recruiting an experienced Technical Paraplanner.

Ideally, candidates will be:

  • Level 4 CII Diploma qualified OR hold a Certificate of Paraplanning from the CII or CISI
  • Willing to gain professional qualifications (examinations)

However, ambitious part-qualified candidates may also be considered.

Experience to include:

  • Proven experience as a paraplanner with strong report writing skills
  • Ability to understand a range of financial products such as defined benefit pension scheme, structured products etc.
  • Capacity to differentiate between client circumstances and client objectives
  • Excellent working knowledge of relevant product and fund research tools, risk profilers and other paraplanning related research and report writing systems and/or templates

The ideal candidate will be a hard working multitasker, a natural communicator with the ability to work under pressure, a willingness to learn from others and a great team player.

This is a rare opportunity to join a company which offers a fantastic team environment, unrivalled in-house training and study support to drive career progression. You will be working in a respectful, sociable team with no obvious hierarchy.

Competitive salary according to qualifications and experience.

Salary: £30k-£40k + a £1k bonus potential per 1/4, pension and 25 days holiday + Bank holidays

Please note due to the number of applications we often receive, only shortlisted applicants will be contacted.

Required skills

  • Paraplanning
  • Pension Schemes
  • Report Writing
  • Research

Reference: 34145984

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