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Paraplanner - Cambridgeshire

Posted 22 January by Recruit UK Ended

We are working with a financial planning firm that has been established for seven years. Established by a Financial planner with over 21 years’ experience, the firm has grown quickly and successfully and has attracted a further 4 advisors with varying backgrounds and experiences to create a knowledgeable and creative team. They are fully supported by a dedicated and professional support team who understand the industry, have a good knowledge of products and services and know what it takes to provide a high standard of client service. Their clients are either Private Individuals or Corporate Clients and can gain advice on all areas of financial planning including Retirement planning, Investment planning and Protection.

Their office near to Bishop Stortford is looking for a paraplanner. The individual needs to be level 4 diploma qualified with ambition to improve their paraplanning career. Joining another Paraplanner, you will be responsible for supporting the existing 4 advisors. Due to the nature of their work and the variety of advice they offer, you will need to have a good understanding of the full financial planning process, knowledge of Investment, Pension and Protection products and be able to carry out in-depth research and analysis, assist with advisor recommendations and write complex suitability reports.

To apply for the role:

  • You need to be level 4 diploma qualified
  • Have an understanding of the full financial planning process in order to support advisors and clients
  • Ideally a minimum of two years paraplanning experience

This is a team orientated business, you will need strong communication skills, be organised with the ability to complete tasks in a specific timescale and be wide thinking.

If you would like to find out more about this role along with details about their salary and benefits, please contact Louise Sheppard at Recruit UK on 0117-9450-450. Quote reference 12014

Reference: 33783855

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