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Recruitment 22 Limited
ParaplannerRecruitment 22 Limited • Cambridge, England, UK
Paraplanner

Paraplanner

Recruitment 22 Limited • Cambridge, England, UK
30+ days ago
Salary
£43,000.00 yearly
Job type
  • Full-time
Job description
Paraplanner Cambridge 45000- Progression to Adviser available

An excellent opportunity has arisen for a Paraplanner to join a friendly and supportive team within a highly regarded Financial Advisers who support hybrid working and are accommodating/flexible with hours of work.. And in a company who deliver on professional development i.e. Paraplanner > Financial Adviser.

Here you will provide technical support to advisers find solutions for clients and be a point of contact for technical queries.

The role:
  • Working closely with advisers to deliver compliant high-quality advice including:
  • Writing financial planning and suitability reports
  • Researching products and preparing illustrations/recommendations
  • Preparing review packs and maintaining accurate client records
  • Assisting with client queries and plan submissions
  • Staying up to date with products legislation and compliance requirements
  • Ensuring files and documentation are accurate well-presented and compliant

The person:
  • Experienced in paraplanning with strong technical and report-writing skills.
  • Diploma qualified (or working towards) is desirable.
  • Highly organised reliable and client-focused with excellent written and verbal communication.
  • A proactive team player with strong problem-solving and analytical skills.


Starting Salary:
per annum

Benefits:
  • Hybrid working considered
  • 25 days holiday plus Bank Holidays & your birthday off!
  • Professional industry exams paid for along with study supported
  • In-House Training Academy
  • Annual Salary Review
  • Life Assurance & Pension
  • Progression through to Adviser if desired


Unsure if you should apply Or you dont have a CV

No problem! Send us a way of contacting you and well provide all of the information youll need to make an informed decision. Then if you need to do a CV we can even help you with that.

Everyone will receive a reply.



Employment Type : Full-Time
Experience: years
Vacancy: 1
Yearly Salary Salary: 43000 - 45000
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Paraplanner • Cambridge, England, UK

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