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Paraplanner

Paraplanner

Oakley RecruitmentStoke-on-Trent, ENG, UK
2 days ago
Job type
  • Full-time
  • Permanent
Job description

Job Description

Oakley Recruitment is working in partnership with an expanding organisation based in Warwick. This is an excellent opportunity to join the team as a Paraplanner on a full-time permanent basis

Culture and Environment

Our client culture is supportive, friendly and welcoming, the team share best practices and have a great working relationships. Often going out as a team socially. The environment is a corporate office space with a modern feel.

Personality

The ideal candidate will have experience working with a variety of products and will have a good understanding of the whole financial process. You will demonstrating good client communication and relationships as well as quality service delivery.

Reward

  • 23 days holiday including bank holidays, increasing in length of service to 25 days
  • Contributory pension
  • Sick pay probation (4 weeks)
  • Life insurance
  • Virtual doctor and mental health appointments
  • Salary sacrifice
  • Employee Assistance Programme

Job Role :

  • Working with the Financial Planner to discuss client objectives, identifying and where required, assist the Financial Services Administrators in obtaining information necessary to compile a comprehensive financial suitability report
  • Assisting in identifying areas for planning and sourcing solutions suitable to meet the client's needs and objectives
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    Paraplanner • Stoke-on-Trent, ENG, UK