Paraplanner - Path to Trainee FA | Private Medical

CKB RECRUITMENT LIMITED; Lancashire; Sur place; GBP 35 000 - 45 000; Plein temps

Avantages offerts par ce poste

25 days’ annual leave plus bank/hols

Private medical insurance

Death-in-service cover

3% employer pension contribution

Career development and progression

Potential path to Trainee Financial Ad

Résumé du poste

CKB Recruitment Limited is partnering with a growing insurance and financial-planning business in Blackpool to recruit an experienced Paraplanner or someone progressing towards the role. The successful candidate will support a Financial Adviser, work with the Administration Manager, and have opportunities for progression toward Trainee Financial Adviser.

The role is full-time, office-based in Blackpool, with potential home-working days after induction.

Qualifications

• Experience in financial planning or wealth management environments.
• Experience preparing suitability reports and annual review documentation.
• Good understanding of the financial-advice process.
• Working knowledge of Intelligent Office.
• Strong written communication and report-writing skills.
• Excellent attention to detail and organisational ability.

Responsabilités

• Preparing detailed and compliant suitability reports after receiving completed fact-finds from the Adviser.
• Producing accurate annual review packs.
• Conducting research and gathering information to support suitable recommendations.
• Maintaining accurate and up-to-date client records.
• Liaising closely with the Adviser and Administration Manager.
• Ensuring cases progress efficiently and meet compliance standards.
• Using Intelligent Office as the company’s back-office system.
• Supporting the continued development and growth of the financial-planning division.

Connaissances

Financial planning experience

Report writing

Attention to detail

Communication skills

Organisation

Wealth management knowledge

Formation

Financial planning qualifications in progress

Outils

Intelligent Office

Description du poste

CKB Recruitment Limited is partnering with a growing insurance and financial-planning business in Blackpool to recruit an experienced Paraplanner or someone progressing towards the role. The successful candidate will support a Financial Adviser, work with the Administration Manager, and have opportunities for progression toward Trainee Financial Adviser.

The role is full-time, office-based in Blackpool, with potential home-working days after induction.