Paraplanner - Path to Adviser with Private Medical

CKB Recruitment Ltd; Lancashire; Sur place; GBP 35 000 - 45 000; Plein temps

Avantages offerts par ce poste

Private medical insurance

Death in service

Pension contribution 3%

25 days annual leave

Résumé du poste

CKB Recruitment Ltd is working with an established insurance and financial-planning business recruiting an experienced Paraplanner in Blackpool. You will support a Financial Adviser, join a friendly team and have opportunities for progression into Trainee Financial Adviser positions.

The role is 35 hours per week, office-based in Blackpool, with potential for some home-working after full establishment. Salary circa £35,000–£45,000, negotiable based on experience and qualifications.

Qualifications

• Experience in financial planning or wealth-management environments.
• Experience preparing suitability reports and annual review documentation.
• Understanding of the financial-advice process.
• Knowledge of Intelligent Office software.

Responsabilités

• Prepare detailed and compliant suitability reports after receiving fact-finds.
• Produce accurate annual review packs.
• Conduct research to support suitable recommendations.
• Maintain up-to-date client records.
• Liaise with Adviser and Administration Manager.
• Ensure cases progress efficiently and meet compliance standards.
• Utilise Intelligent Office as the back-office system.
• Support development and growth of the financial-planning division.

Connaissances

Financial planning

Report writing

Attention to detail

Communication

Formation

Financial planning qualifications

Outils

Intelligent Office

Description du poste

CKB Recruitment Ltd is working with an established insurance and financial-planning business recruiting an experienced Paraplanner in Blackpool. You will support a Financial Adviser, join a friendly team and have opportunities for progression into Trainee Financial Adviser positions.

The role is 35 hours per week, office-based in Blackpool, with potential for some home-working after full establishment. Salary circa £35,000–£45,000, negotiable based on experience and qualifications.