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Paraplanner

Posted on Feb 10, 2020 by CV-Library

Farnborough, Hampshire, United Kingdom
Accountancy
Immediate Start
£30k - £35k Annual
Full-Time
Are you keen to join a dynamic financial planning firm as a Paraplanner and receive the opportunity to professionally develop your career? The Company Our client company has been established for over 10 years with a recognised reputation for providing clients with a highly personal service that meets their needs. They are looking to continue developing their business by recruiting a Paraplanner to join their dynamic team of 10. Paraplanner responsibilities As a Paraplanner, you will be supporting the business to provide high quality, compliant financial planning to their HNW clients. You will support the Financial Advisers in undertaking the following duties: * Research and analysis that matches the clients financial planning needs and objectives * Prepare client financial plans and suitability reports * Analyse client data and prepare cash flow analyses * Thoroughly check the business submission * Ensure all regulatory and compliance standards are met * Over time, as your knowledge and experience develop, your Paraplanner responsibilities should increase Training and development This financial planning firm pride themselves on their team of talented individuals that strive to provide high quality service to clients. As such, you will receive development to increase your knowledge and supported with obtaining qualifications towards your Chartered exams. Paraplanner - requirements to be considered * Minimum 1 years’ experience as a Paraplanner * Must hold Level 4 Diploma in Financial Planning (or be within 1 exam from achieving) * Must be a team player, with high attention to detail, able to manage your caseload and strong verbal and written communication Paraplanner Benefits * Salary of £30,000 - £35,000 pa plus flexible benefits, discretionary bonus and pension * Working hours of 9am – 5pm, Monday to Friday * Successful team of individuals who enjoy sharing each other’s success * Career progression supported with good case studies proven by their flourishing team Location: Farnborough Liability and Disclaimer Whilst FM TOP JOBS LTD uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by FM TOP JOBS LTD for any loss or damage which may arise out of any person relying on or using any information

Reference: 211689083

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