Paraplanner

RecruitMe; Stamford; On-site; GBP 30,000 - 45,000; Full time

Benefits offered by this job

Support for continued professional development

Job summary

A reputable wealth management firm in Stamford is seeking a Paraplanner to provide support for clients' financial services, particularly in pensions and investments. The ideal candidate should possess at least a diploma qualification, ideally to level 4, and have a strong technical knowledge of the field. This role offers the opportunity for continued professional development within a supportive environment, making it an ideal position for a career-focused paraplanner.

Qualifications

• Minimum diploma qualification required.
• Experience with pensions and investments is essential.
• Knowledge in DB transfer work is crucial.

Responsibilities

• Provide paraplanning support to clients.
• Conduct research on pension and investment options.
• Ensure compliance with strict criteria for financial services.

Skills

Strong technical knowledge around pensions

Organisational skills

Education

Diploma qualified, ideally to level 4

Job description

We have a rareParaplanneropportunity to join a successful and progressivewealth managementfirm in theStamfordarea that offers both private and corporate financial services.

The ideal candidate would be at least Diploma qualified and ideally to level 4.

This Paraplanner role requires good strong technical knowledge and experience, especially around pension and investments.

Our client are a wealth management firm that offers DB transfer work to clients that fits their strict criteria, therefore, qualifications and pensions knowledge in this area is essential.

They also offer full support in continued professional development for a career focussed paraplanner.

This IFA are based within a firm of accountants and the work is constant, therefore good organisational skills are required.

For an informal and confidential discussion, please apply with your contact details.

This vacancy is being advertised on behalf of RecruitME who are acting as a recruitment agency. RecruitME is committed to equal opportunity and diversity.