Paraplanner

Posted 9 April by Acquiza Recruitment Easy Apply

Paraplanner

Cambridge

Up to £45,000

Our client is currently recruiting for a Paraplanner to be base from their Cambridge office.

My clients business is HNW Pension & Investment advice and you will work with 2 IFAs, writing new pension and investment business and assisting in the on-going advice for a bank of clients. There is the opportunity for the right candidate to be authorised to give advice if that is what they wish to do.

The role will involve providing full paraplanning support, primarily to two Associate Directors. The successful candidate will be responsible for ensuring that investment and product instructions are carried out and records kept up to date, obtaining and analysing fund and product information and ensuring client files are compliant with FCA and Gibbs Denley compliance rules. The Paraplanner will be required to produce Suitability and other Reports, and will involve client contact by phone and in writing.

Qualifications required: Chartered Financial Planner (or working towards this).

Hours: Full time hours. Monday - Friday, 9 a.m. - 5 p.m.

Benefits:

  • Holiday: 23 days per annum, increasing after 3, 6, 9, 14 and 19 years’ service.
  • Flexitime available.
  • Death in Service scheme 4 x salary.
  • 3% of salary contribution into our Group Personal Pension with immediate effect.
  • PHI - 75% of salary, less State benefits (benefits payable after 6 months’ absence from work).

Required skills

  • Compliance
  • Financial Advice
  • Investment
  • Paraplanning
  • Pensions

Reference: 34857858

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