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Paraplanner
Job Posted: 8 days ago
Salary: £ 45,000 - 45,000 / Annum
Job Type: Permanent
Location: Ware
Expire in: 19 days
Job Description
An award-winning private Financial Planning business is in search of an experienced Paraplanner to join their thriving business.
This is a fantastic opportunity to join a successful business and show off your independent thinking and desire to contribute to a business. You will attend new client meetings and work both from home and office location (easily commutable via train).
What’s in it for you
Competitive salary of £45,000 per annum
Hybrid flexible working structure
25 days holiday (inc. bank holidays)
5% pension contribution
Death In Service
Training available. First exam paid for. CII – RO. Level 4 Dip. First exam paid for by employer
What you’ll be doing as Paraplanner
Understanding and analysing new and existing client current personal and financial circumstances and objectives
Fielding new business calls from prospective clients
Writing and producing detailed suitability reports
Researching products for client individual circumstances and goals
Communicating with clients and working closely with the Financial Advisers
Supporting Financial Adviser and working as a team
Joining client meetings where required
Working with Network regulator to assist with FCA compliance
What we’re looking for in an ideal Paraplanner
Previous Paraplanning experience
Report writing and financial analysis capability
Knowledge of FCA compliance and regulatory framework
Experience researching financial products and solutions
This is a full-time, permanent role working Monday-Friday, 09:00-17:30.
To apply for this role as Paraplanner, please click apply online and upload an updated copy of your CV.
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Looking for your next career move? Join a top company hiring Paraplanner job near me in Ware! This is your chance to work on exciting projects, grow professionally, and enjoy a rewarding career with competitive pay and excellent benefits. Whether you're an experienced professional or looking to take the next step, this role offers the perfect opportunity to enhance your skills and make an impact. Don’t miss out—apply today via Vita CV and take your career to the next level!
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