Paraplanner - Wealth Planning with Hybrid Work & Growth

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

Avantages offerts par ce poste

25 days annual leave

Private medical insurance

Death-in-service cover

Employer pension contribution 3%

Career development and progression

Trainee Financial Adviser route

Résumé du poste

CKB Recruitment Ltd is partnering with a friendly insurance and financial-planning business in Blackpool to recruit an experienced Paraplanner, or someone aiming to become one. The role backs full-time support for a Financial Adviser in a collaborative team environment.

The position offers a clear progression path toward a Trainee Financial Adviser for motivated candidates with the right ambitions and qualifications.

Qualifications

• Previous experience within a financial-planning or wealth-management environment.
• Experience preparing suitability reports and annual review documentation.
• A 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.
• Relevant financial-planning qualifications, or be actively working towards them.
• A friendly, personable and collaborative approach.

Responsabilités

• Preparing detailed and compliant suitability reports after receiving completed fact-finds from the Adviser
• Producing accurate annual review packs
• Conducting research and gathering the information required 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 relevant compliance standards
• Using Intelligent Office as the company's back-office system
• Supporting the continued development and growth of the financial-planning division

Description du poste

CKB Recruitment Ltd is partnering with a friendly insurance and financial-planning business in Blackpool to recruit an experienced Paraplanner, or someone aiming to become one. The role backs full-time support for a Financial Adviser in a collaborative team environment.

The position offers a clear progression path toward a Trainee Financial Adviser for motivated candidates with the right ambitions and qualifications.