Paraplanner

Prestige Recruitment Group; Lymm; On-site; GBP 30,000 - 35,000; Full time

Job summary

An established industry player is seeking a skilled Paraplanner to join their team in Warrington. This role involves collaborating with Financial Advisors, providing essential technical research, and supporting clients with top-notch service. The firm is committed to your professional growth, offering full investment in your study support for financial services qualifications. With a supportive environment and a focus on quality, this is an exciting opportunity for those with a background in financial services. If you have the ambition to excel and the relevant experience, this could be the perfect next step in your career.

Benefits

Free parking

Study support for financial services qualifications

Qualifications

• Experience in technical financial services administration is essential.
• Completion of or progress towards financial services qualifications is preferred.

Responsibilities

• Provide technical research and support to Financial Advisors.
• Produce reports and manage client relationships effectively.
• Work on various financial services products and manage daily workload.

Skills

Technical financial services administration

Client relationship management

Report production

Education

Diploma in Financial Planning

Financial Services qualification

Tools

Back office systems

Provider platforms

Job description

Paraplanner

Warrington, Cheshire

Salary: £30,000 - £35,000

Are you looking for a Paraplanner role that is based in Warrington? Look no further as we are working with a Financial Services firm who are a small to medium size Independent Financial Advisors practice based outside the town centre in Warrington.

The Paraplanner role is paying £30,000 - £35,000. This financial services firm offers free parking and full investment in your study support to obtain financial services qualifications.

Paraplanner role will involve:

• Working with a current team of Financial Advisors and Paraplanners.
• Providing technical research and financial services support to the Financial Advisors.
• Producing reports and working with clients to provide a 1st class service.
• Working on technical areas of Investment, Pensions and other affiliated Financial Services products.
• Managing your workload on a daily basis and taking on ad hoc projects.
• Working on various back office systems and provider platforms.

This financial services role is a 9-5pm Monday – Friday and offers a salary of £30,000 - £35,000, free parking, and study support for financial services qualifications.

I am really keen to hear from you if you have technical financial services administration experience, have worked as a paraplanner, or are on the way to becoming a paraplanner.

If you have the Diploma in financial planning that would be great or are on the way to completing the Financial Services qualification.

To apply for this financial services role please click on the link: