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Paraplanner

PARADIGM EMPLOYMENT SERVICES LTD
Job LocationPeterborough
EducationNot Mentioned
Salary30,000 - 40,000 per annum, negotiable
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

ParaplannerA truly exciting opportunity for a paraplanner to join one of UKs leading financial advisory specialists based in Peterborough area. Our client is a family-owned IFA practice that helped businesses and individual clients to achieve their lifelong ambitionsthrough high quality financial advice.We are looking to speak with applicant who can demonstrate commitment, enthusiasm along with willingness to contribute to this outstanding business.Main Responsibilities for the successful Paraplanner: As a member of our team, the paraplanner will work with like-minded professionals and continually focus on sharpening the skills and knowledge.

  • Comply with the Financial Services & Markets Act 2000, the FCA Statements of Principle Code of Practice and the relevant FCA rules always.
  • Work closely with IFAs undertaking product and provider research to identify appropriate and compliant solutions for clients.
  • Effectively and efficiently summarise recommendation options for IFAs and draft proposals, letters and suitability reports for a wide range of products, providers and funds.
  • Communicate directly with clients on behalf of the Advisers, including telephone underwriting and update client records and business trackers promptly and accurately.
  • Maintain a high degree of technical knowledge relating to core products through ongoing training and self- development and keep documented progress towards meeting quality targets, CPD and KPIs.
About the successful Paraplanner:
  • Level 4 Diploma in Financial Planning or near completion of.
  • Minimum 2 years demonstrable experience of working as a Paraplanner or Adviser, preferably within an independent financial practice.
  • A detailed understanding of pensions, investments, protection, tax planning.
  • Excellent report writing and communication skills.
  • Experience of a variety of IT systems.
What we offer in return to the successful Paraplanner:
  • Salary £30000 - £40000 per annum
  • Monday to Friday (9am-5pm) office based.
  • UKs leading wealth management pension scheme + holiday entitlement
  • Unrivalled career development prospects
  • National Training and ability to up skill your existing skill set
This is a great opportunity for a paraplanner who is looking to take the next steps in their career, working with a company that is committed to supporting you on your journey, so dont wait and apply today.Paradigm Employment Services Ltd is acting as an Employment Agency in relation to this vacancy.

Keyskills :
Financial AdvisoryInvestmentsParaplanningPensions

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