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Job Location | Hull |
Education | Not Mentioned |
Salary | £34,000 - £46,000 per annum |
Industry | Not Mentioned |
Functional Area | Not Mentioned |
Job Type | Permanent, full-time or part-time |
Are you ready to enhance your career with one of the UKs top independent financial advisory and wealth management firms If you are an experienced Paraplanner ready for the next move, a leading IFA firm is expanding their Research team in Hulland providingflexible hybrid working options. You will join a team of experienced Paraplanners who are working on a range of cases conducting full research and producing bespoke reports.The Responsibilities of a Paraplanner:Crafting bespoke investment reports that hit all the right notes for our clientsProducing, when required, tax and other complex calculationsPreparing complex financial planning reportsResearching and reviewing, where necessary, new and existing legislation and technical/product information to aid in the role that is performed.Participating in and delivering comprehensive financial researchPreparing and interpreting complex plan information with a view to completing transfer analysisTo be Considered:A Diploma in Financial PlanningKnowledge, passion, and experience in personal financial planning and researchExperience in an IFA environment, with killer communication skillsWhy Youll Love Working for this IFA firm:Training and qualifications to amplify your skills and knowledgeContributory pension schemeA competitive salary and an annual discretionary bonusHealth benefit scheme – including digital gym subscriptions, dental and optional treatments and alternative therapiesFlexibility and a generous holiday allowance, with options to buy and sellEnhanced parental leave to support growing familiesLoyalty bonuses and extra time off, based on your dedicationAn employee referral bonus scheme to keep the good vibes goingSocial events that bring the team togetherIf you are an experienced Paraplanner looking to join a supportive environment that can provide some amazing benefit then please apply today to learn more