- Job reference
- Huntingdon, Cambridgeshire, United Kingdom
- Start date
- To be arranged
- Administration & underwriting jobs / IFA jobs
- Contract type(s)
- Full time
- Date posted
Description, duties, responsibilities
Are you an experienced Paraplanner looking to join a Chartered Financial Planning firm and support their successful Financial Planners?
This award winning regional wealth management business provides independent financial advice, DFM and model portfolios to their corporate and private clients. Established in 2010, they have grown their team to 22 working from their office near Huntingdon, Cambridgeshire. They are looking to recruit a Paraplanner to join their support staff team.
Roles and responsibilities
As a Paraplanner, you will be supporting their team of Chartered Financial Planners with undertaking research of products from the whole of the market; preparing suitability reports and be required to interpret data obtained by the Advisers during client meetings. You will be responsible for providing support and co-ordinating their work to ensure clients continue to receive first class service.
Requirements to be considered
In order to be considered for this role, you should currently be a Paraplanner with experience of investments and pensions. Preferably you should hold Chartered exams such as G60 / AF3 or working towards this.
- Basic salary of £35,000 plus bonus upon achieving set targets
- Company benefits include 20 days holiday rising to 25 days after service plus bank holidays; cash healthcare plan; DIS and matched pension contribution
- Support is provided for professional development
- Plenty of free parking available
Near Huntingdon, Cambridgeshire
Contact us: Call us now on 0208 0044 154 to further discuss this position, or email us at firstname.lastname@example.org with your CV and details to receive a call from one of our regional recruitment consultants. Alternatively, press the ‘Apply Now’.
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