Paraplanner

Description, duties, responsibilities

Are you an experienced Paraplanner looking to join a Chartered Financial Planning firm and support their successful Financial Planners?

The Company

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.

Benefits

• 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

Locations

Near Huntingdon, Cambridgeshire

Contact us:     Call us now on 0208 0044 154 to further discuss this position, or email us at enquiries@premierjobsuk.com with your CV and details to receive a call from one of our regional recruitment consultants. Alternatively, press the ‘Apply Now’.

Liability and Disclaimer

The information contained in our advert including any salary or on target earnings information are given in good faith and Premier Jobs UK Ltd uses all reasonable efforts to ensure that it is accurate. However, Premier Jobs UK Ltd gives no representation or warranty in respect of such information and all such representations and warranties, whether express or implied, are excluded. No liability is accepted by Premier Jobs UK Ltd for any loss or damage which may arise out of any person relying on or using any information within this advert.