Naukrijobs UK
Register
London Jobs
Manchester Jobs
Liverpool Jobs
Nottingham Jobs
Birmingham Jobs
Cambridge Jobs
Glasgow Jobs
Bristol Jobs
Wales Jobs
Oil & Gas Jobs
Banking Jobs
Construction Jobs
Top Management Jobs
IT - Software Jobs
Medical Healthcare Jobs
Purchase / Logistics Jobs
Sales
Ajax Jobs
Designing Jobs
ASP .NET Jobs
Java Jobs
MySQL Jobs
Sap hr Jobs
Software Testing Jobs
Html Jobs
IT Jobs
Logistics Jobs
Customer Service Jobs
Airport Jobs
Banking Jobs
Driver Jobs
Part Time Jobs
Civil Engineering Jobs
Accountant Jobs
Safety Officer Jobs
Nursing Jobs
Civil Engineering Jobs
Hospitality Jobs
Part Time Jobs
Security Jobs
Finance Jobs
Marketing Jobs
Shipping Jobs
Real Estate Jobs
Telecom Jobs

Paraplanner

Premier Jobs UK Limited
Job LocationNorthallerton
EducationNot Mentioned
Salary£35,000 - £40,000 per annum, inc benefits
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

This hybrid-based Paraplanner job in Northallerton is suitable for an individual looking to be part of a growing company and assist in providing excellent financial planning solutions.You will be providing paraplanning support to their team of Financial Advisors who provide holistic financial planning to clients. In addition, they regularly provide cashflow modelling to their clients.As a Paraplanner, you would be focused on providing research, analysis and report writing support to assist the Financial Advisors in delivering quality, appropriate and compliant financial planning. Your duties will include:

  • Preparing pre-approval documents prior to report writing, ensuring recommendations are appropriate
  • Providing accurate, timely and compliant suitability reports
  • Utilising technology to produce accurate solutions
  • Undertake financial calculations including CGT and annual allowances
  • Ensuring al advice documentation is compliant
  • Effectively communicating internally and externally
  • Working closely with the Financial Adviser’s to gather sufficient information
  • Provide clear instructions to the team of Administrators to ensure proposals and documents are completed correctly
The business has a strong focus on allowing their individuals to grow and develop and would openly support your progression. Due to their growing scale and people focus, they are open minded to support your development into whichever area you desire, whetherthat is into advice, compliance, management etc.Paraplanner Requirements
  • You should have experience as a Paraplanner
  • You should good knowledge of financial planning and have experience of writing bespoke pieces of advice for complex cases
  • You should be confident undertaking research and financial calculations
  • You should hold your Level 4 Diploma in Financial Planning (or equivalent) or be willing to work towards this (support provided)
The CompanyThis growing IFA firm is led by highly respected names within the industry, accompanied with the backing of a private equity firm. They are currently on a rapid growth phase of the business, with already £4.5bn of AuM, which will continue to grow. They openlyrecognise to achieve such success is dependent on having the right people in the business, as such they are looking to build a strong team of passionate and skilled team members.Paraplanner Benefits
  • Salary of £35,000 - £40,000 depending on experience plus company benefits
  • Benefits typically include: 4x DIS, PMI, Group Income Protection, Employee Assistance Programme, Medicash, 5% employer pension and 3% employee pension, discretionary annual bonus and 28 days holiday + BHs, rising by 1 day per year up to 30 days
  • Hybrid working
  • 37.5 hours per week
  • Excellent career progression, with individual development plans shaped around your desired career path
LocationsNorthallertonLiability 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 liabilityis accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.

APPLY NOW

Paraplanner Related Jobs

© 2019 Naukrijobs All Rights Reserved