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Paraplanner
Job Posted: 9 days ago
Salary: £ 40,000 - 45,000 / Annum
Job Type: Permanent
Location: Swindon
Expire in: 19 days
Job Description
We here at Siamo Recruitment are working with one of the UK's Wealth Management Powerhouses looking to grow with a strategic Paraplanner to join a family feel firm to push them and their clients to the next level. You will be the gel between your FA's and their clients to ensure the business runs smoothly.
This is a development opportunity offering this Paraplanner stability, responsibility and variety within a well renowned firm.
What benefits are attached to this Paraplanner opportunity?
25 days holiday (plus additional one each year)
Buy additional holiday allowance
Up to a 20% annual bonus scheme (performance based)
Hybrid working offering 2 days from home
Early finish Friday's
Life cover 4x salary
Pay for relevant industry training materials, course and exams
Recruitment referrals bonus
2 hours off for your birthday
Fresh fruit, cereals and porridge provided daily
This Paraplanner role will hold the below responsibilities:
Work seamlessly with your allocated FA's
Produce Suitability Letters
Produce CFR’s
Provide a point of contact for all queries pertinent to your role from the team
Provide technical support to the team
Use initiative to locate answers and helps others use their initiative to locate answers
Communicate with practice manager regarding any potential issues
Manage and resolve technical queries
Keep up with all industry and internal changes that will affect your role
Show willingness to expand and increase knowledge of all areas of financial services – specifically pensions, investments and tax and trusts
Personally manage workflow
The ideal candidate for this Paraplanner role will hold the below:
Prior Paraplanning experience is essential
Comfortable with templated Suitability Letters
Comfortable with electronic data systems
The ability to balance conflicting demands in a calm and friendly manner
Ability to work autonomously, remotely and within a team
Analytical with precise attention to detail
Ability to accurately transpose information
Experience in maintaining systems, processes and procedures
Up to date knowledge of regulation, legislation and taxation
Full UK Driving License and Own VehicleBefore You Apply
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Looking for your next career move? Join a top company hiring Paraplanner job near me in Swindon! 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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