Paraplanner

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

Job summary

Un cabinet de conseil en services financiers recherche un paraplanner expérimenté pour rejoindre son équipe dynamique en hybrid à Wellington. Le candidat idéal aura une expérience dans un rôle similaire et une compréhension solide des produits de planification financière. Des qualifications financières pertinentes sont un plus. Ce rôle promet de belles opportunités de croissance au sein d'une équipe haute performance.

Benefits

25 days holiday, plus bank holidays

Pension scheme

Death in service benefit

Qualifications

• Expérience prouvée dans un rôle de paraplanner.
• Compréhension des processus de planification financière.
• Qualités analytiques et de communication excellentes.

Responsibilities

• Collaborer avec les conseillers financiers pour fournir un soutien complet.
• Préparer des rapports financiers et des recommandations détaillées.
• Effectuer des recherches et analyses approfondies sur les produits financiers.

Skills

Analytical skills

Communication

Education

Level 4 Diploma in Financial Services

Level 6 Advanced Diploma (working towards)

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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