Paraplanner

Job Description

This Paraplanner job opportunity in Bishop’s Stortford, has a healthy salary range of £40,000 - £50,000, as our client is seeking experienced and knowledgeable Paraplanners. Ideally, you should be fully Level 4 Diploma qualified, although would consider Paraplanners with some industry exams, depending on depth of knowledge.As a Paraplanner, you will closely be supporting their Financial Advisors, including two highly respected Directors, who featured as Star Profiles within New Model Advisor. You will be undertaking report writing and preparation of cases.The Managing Director acknowledges the business could not function effectively without it’s Paraplanners, so your efforts will be appreciatedSupport would be provided for you to achieve industry exams, if desiredOur client is a professional, independent financial advisory firm focused on doing the right thing, whether that’s for their staff, clients or community! As a business, they regularly support their local community to enrich the area and give something backParaplanner Requirements

You must be an experienced Paraplanner with depth of pensions and investments knowledge

Ideally, you should hold full Level 4 Diploma - however would consider individuals with some industry exams

Ideally, you should have experience of using XPlan

You should enjoy working as part of a team

The CompanyThis IFA firm has a team of talented and dedicated financial services professionals, motivated by providing great client experiences. The Director of the business recognises everyone in the business has a part to play, and likes to encourage great team workingParaplanner Benefits

Salary of £40,000 - £50,000 depending on experience and qualifications

Mainly office based role in Bishop’s Stortford, with some flexible / home working

Normal working hours of circa 9am - 5:30pm, Monday to Friday

Fantastic team spirit

LocationsBishop’s StortfordLiability and DisclaimerWhilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information. Required skills

Financial Services

Paraplanning

Report Writing

Keyskills :
Financial Services Paraplanning Rept Writing