Paraplanner

Posted 10 September by Premier Jobs UK Limited
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Are you an experienced Paraplanner looking to join a dynamic wealth management firm?

The Company

Established in 2011, this Wealth Management firm is firmly positioned to provide financial advice to their private and corporate clients on pensions, investments, IHT, protection and mortgages. They have grown their business primarily through recommendations based on their excellent client service. They are keen to recruit a Paraplanner to support their Financial Advisers.

Roles and responsibilities

Your role as a Paraplanner will be focused on, providing support to their 3 Financial Advisers through undertaking preparation of client meeting packs; researching suitable financial planning solutions and drafting suitability letters to describe the Adviser’s recommendations. Their Financial Advisers do regularly come across pension transfers (including DB work) and so ideally you should have experience of this area of advice.

Requirements to be considered

In order to be considered, you should have minimum 18 - 24 months experience as a Paraplanner experience and be minimum Level 4 Diploma qualified. Ideally, you should have a positive approach to your work to complete tasks and be able to manage your workload.

Benefits

  • Salary of £30,000 plus quarterly bonus
  • Potential negotiation on salary for an exceptional individual
  • Excellent opportunity for a Paraplanner to support Financial Advisers within a dynamic wealth management firm
  • Office based role
  • Normal working hours

Locations

  • Caterham, Surrey

Liability and Disclaimer

The information contained in our advert including any salary or on target earnings information are given in good faith and Premier Jobs UK Ltd uses all reasonable efforts to ensure that it is accurate. However, Premier Jobs UK Ltd gives no representation or warranty in respect of such information and all such representations and warranties, whether express or implied, are excluded. No liability is accepted by Premier Jobs UK Ltd for any loss or damage which may arise out of any person relying on or using any information within this advert.

Reference: 36069340

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