Paraplanner

Cathedral Appointments Ltd; Wellington; Hybrid; GBP 30,000 - 50,000; Full time

Job summary

This innovative firm is looking for an experienced Paraplanner to join their dynamic team. In this role, you will collaborate closely with Financial Advisers, preparing detailed financial reports and conducting thorough research on financial products. You will ensure compliance with industry regulations while leveraging your analytical skills to provide top-notch support. Enjoy a competitive salary and a range of benefits, including generous holiday allowances and a pension scheme. If you are passionate about financial services and eager to work in a supportive environment, this opportunity is perfect for you.

Benefits

25 days holiday plus bank holidays

Pension scheme

Death in service benefit

Qualifications

• Proven experience as a Paraplanner with strong financial knowledge.
• Excellent analytical and communication skills are essential.

Responsibilities

• Collaborate with Financial Advisers to provide comprehensive support.
• Prepare financial reports and conduct product research.

Skills

Analytical Skills

Communication Skills

Financial Planning Processes

Research and Analysis

Education

Level 4 Diploma in Financial Services

Level 6 Advanced Diploma

Job description

Highly Competitive |Hybrid |Wellington

Are you an experienced Paraplanner with a passion for financial services? We are seeking a dedicated paraplanning professional to support our client's team of Financial Advisers. This is a fantastic opportunity to join a successful, friendly, and high-performing team.

Key Responsibilities for a Paraplanner:

• Collaborate closely with Financial Advisers to provide comprehensive support.
• Prepare detailed financial reports and recommendations.
• Conduct thorough research and analysis of financial products.
• Ensure compliance with industry regulations and standards.

Requirements of a Paraplanner:

• Proven experience in a similar Paraplanner role.
• Strong understanding of financial planning processes and products.
• Excellent analytical and communication skills.
• Relevant financial qualifications are a plus.
• Level 4 Diploma in Financial Services and/or working towards Level 6 Advanced Diploma.

Benefits include:

• Competitive salary, negotiable depending on experience.
• 25 days holiday, plus bank holidays.
• Pension scheme.
• Death in service benefit.

If you are an experienced Paraplanner with a positive and proactive approach who wants to work with a proactive team and deliver the best service, this is the role for you. Our client is based on the Somerset / Devon border so highly commutable from Taunton, Wellington, Exeter areas.

Note on Sponsorship:We regret to inform you that at this time, we are unable to offer sponsorship for work authorisation for this role. Therefore, candidates must possess valid authorisation to work in the UK without requiring visa sponsorship.

Recruitment Consultant: Jo Caine

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