Paraplanner

Job Title: Paraplanner
Location: Cornwall
Salary: Dependent on experience + qualifications

Salary: £40,000

Are you a skilled Paraplanner seeking an opportunity to grow and thrive in a dynamic environment? Look no further! Our established practice, located in Cornwall, is on the lookout for talented individuals to join our team. With a focus on pensions and a thriving business built on relationships, this is a chance to contribute to a reputable firm with over 20 years of experience in the industry.

Key Responsibilities:

• Collaborate closely with financial advisors to provide comprehensive support in the areas of pensions, investments, and protection.
• Prepare detailed reports and analysis, demonstrating a strong understanding of pension products and regulations.
• Engage in client meetings and consultations, assisting in the development of tailored financial plans.

Requirements:

• Experience in paraplanning, particularly in the realms of pensions and investment, is highly desirable.
• Proficiency in report writing and analysis, with a keen attention to detail.
• Familiarity with platforms such as IRESS, Platformr, Transact, and Aviva will be advantageous.
• While formal qualifications are not mandatory, they are considered a bonus.

Additional Information:

• This is an office-based role located in Cornwall. Candidates must be local, as commuting from area such as Cornwall is not feasible.
• Trainee Paraplanners with relevant qualifications will be considered.

Why Join Us?

• Opportunity to work within a well-established firm with a strong client base and reputation.
• Room for professional growth and development, with opportunities to expand your skill set.
• A supportive team environment where collaboration and innovation are valued.

If you are passionate about paraplanning, possess a strong understanding of pensions, and thrive in a collaborative setting, we want to hear from you! Take the next step in your career and apply today by sending your CV and a cover letter detailing your relevant experience and why you’d be a great fit for our team.

Synonyms: IFA, Financial Planning, Wealth Management, Financial Adviser, Financial Advisor, Wealth Manager, Financial Consultant, CISI, CII, level 4 diploma, Independent Financial Advice, Financial Advisory, Financial Planning Analyst, Technical Support, Report Writer, Para-planner, Para planner, Adviser Support.