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Paraplanner

Job LocationKnutsford
EducationNot Mentioned
Salary37,500 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time Work from home

Job Description

Job Title: ParaplannerIndustry: Financial ServicesLocation: KnutsfordSalary: £37,500 Reference Number: 15911 ParaplannerRecruit UK are working on an excellent opportunity for a Paraplanner position in Knutsford to join a leading a prestigious wealth advice and investment management business.They are winners of numerous industry awards and recognised for their impeccable training and coaching towards chartered and other specialist advice exams has earned them a high retention rate with employees and admiration from clients.If your passion is to work for an organisation where providing first class financial advice is at the heart of what you do then your future is with this company. You will be playing an integral role in developing their clients lifetime financial plans andfulfilling their financial ambitions by providing written advice along with technical research to their Financial Planners.A hot bed of activity means the offices are always buzzing and there is strong team ethos across the business. They do not believe in micro-managing their colleagues, you will have the independence to work closely with the financial planners and administrationsupport in a small hub.They are committed to your personal and career development and have a clear progression framework for their Paraplanners in place. So, whether you wish to become a technical expert or you wish to share your skills and knowledge by coaching and mentoringthe team your individual career path and ambitions will be supported and rewarded. They are very proud to have an excellent Learning and Development function providing both personal and financial support with professional study and qualifications.Another great thing about them is that they can be flexible in terms of location, if you need to work from home a few days per week then they are happy to accommodate this. However, when required you will need to be able to travel to the office.Job role: Paraplanner

  • Prepare written advice and provide technical research services to a team of Financial Planners.
  • Ensure that the preparation of advice for clients (both internal and external) is of the highest quality and delivered in an efficient manner whilst mitigating any risks to the business and assisting with the achievement of business targets.
Whats in it for you: Paraplanner
  • The team are fun, friendly, outgoing and best of all egos are left at the door! They get involved in charity days and have a good work life balance, the benefits package is competitive and you will be eligible for a yearly discretionary bonus on top ofa highly competitive basic salary.
Skills and experience required: Paraplanner
  • Ideally, Level 4 Diploma qualified
  • Have atleast 2 years experience working as a paraplanner

Keyskills :
AdviceAnalysisFinancial PlanningParaplanningResearch

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