Paraplanner | Path to Trainee Adviser + Private Medical & Pension

CKB Recruitment Ltd; Borough of Wyre; On-site; GBP 35,000 - 45,000; Full time

Benefits offered by this job

Private medical insurance

Death-in-service cover

3% employer pension contribution

25 days annual leave plus bank holiday

Job summary

CKB Recruitment Ltd is working with an established and growing insurance and financial-planning business seeking an experienced Paraplanner, or someone progressing towards a fully fledged Paraplanner position.

This is an excellent opportunity to join a friendly, personable team where you will support the delivery of high-quality financial advice and have genuine scope for progression, including potential to develop towards Trainee Financial Adviser.

Qualifications

• Experience preparing suitability reports and annual review documentation.
• Understanding the financial-advice process.
• Knowledge of Intelligent Office.
• Strong report-writing skills and attention to detail.

Responsibilities

• 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 comply with standards.
• Support growth of the financial-planning division.

Skills

Paraplanner experience

Report writing

Financial planning knowledge

Attention to detail

Education

Financial planning qualifications in progress

Tools

Intelligent Office

Job description

CKB Recruitment Ltd is working with an established and growing insurance and financial-planning business seeking an experienced Paraplanner, or someone progressing towards a fully fledged Paraplanner position.

This is an excellent opportunity to join a friendly, personable team where you will support the delivery of high-quality financial advice and have genuine scope for progression, including potential to develop towards Trainee Financial Adviser.