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Paraplanner

mbf.
Job LocationNewcastle-under-Lyme
EducationNot Mentioned
Salary35,000 - 45,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

Paraplanner - Newcastle under Lyme, office based - Salary negotiable up to £45,000 plus benefitsAn award winning Independent Financial Planning practice that have multiple offices across the UK currently have the requirement for an experienced Paraplanner to join their friendly and established team in Newcastle-Under-Lyme.The client is a respected name in the market; they are a successful business that provide holistic financial solutions to clients across the UK.The role:

  • They now have the requirement for an additional Paraplanner to join them.
  • The role will be to support a team of Senior Financial Advisers, responsible for full technical paraplanning service and ensuring the firms clients receive an excellent level of service.
  • You will act as a technical point of contact for other members of staff within the business
  • Youll need to produce compliant reports and supporting documents to outline recommendations provided by the financial advisors
Requirements:
  • My client is seeking to employ a hard working individual and a good team player who will fit in with the overall shared goal of helping the company to grow and move forwards.
  • Candidates will ideally be qualified to DipPFS level (although exceptional candidates working towards this may also be considered) and must have previous working in a paraplanning role within an IFA.
On offer:
  • Competitive basic salary up to £45,000
  • Generous bonuses. One is paid quarterly and the other annually.
  • Great benefits package including: 6% pension, PMI, Life Assurance, Dental Cover, generous holiday
  • You will be given full support towards professional qualifications
  • Holiday allowance, 25 days plus BH, rising with service
  • Additional Flexible benefits
  • This is a full time, office based position; working hours 9-5, mon-fri

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