Droitwich – scope for hybrid-working
Salary – dependent on experience
My client, a growing financial planning and wealth management practice, is recruiting for an experienced Paraplanner to join their successful and ambitious team. You will be responsible for providing comprehensive support to the Financial Planning Director and team of Financial Planners – working with other Paraplanners and the Client Services team to provide an excellent service to their clients.
In return, you will be rewarded with a competitive salary and bonus, plus other benefits including 25 days holiday and your birthday off. This is in addition to opportunities for career progression and support to achieve additional qualifications.
Duties to include;
- Discussing client objectives and preparing robust suitability reports for a variety of advice types
- Carrying out technical research on existing and newly recommended products, liaising with product providers where needed
- Completing fund research as required
- Ensuring internal business documents and provider documents are completed and located on the back-office system
- Acting in accordance with all compliance and legislative obligations to mitigate any risk to the practice
- Ensuring all tasks are carried out and completed to the highest standard
This role requires you to have your Level 4 Diploma in Financial Planning or Higher or Certificate in Paraplanning and at least 2 years’ paraplanning experience working in financial planning/wealth management.
If you want to be part of an ambitious business where you will be supported and encouraged and this sounds like the role for you, then please apply today!