Paraplanner x 2

Lime Search & Select Ltd; Wakefield; Hybrid; GBP 35,000 - 50,000; Full time

Job summary

Un cabinet de conseil financier basé à Wakefield recherche deux Paraplanners en raison de promotions internes. Les candidats idéalement qualifiés auront un diplôme de niveau 4, avec au moins 1 an d'expérience et seront impliqués dans les aspects techniques des conseils financiers dans un environnement qui favorise le développement professionnel.

Benefits

Programme de soutien aux études compétitif

Couverture en cas de décès

Consultations santé mentale

Plan de santé Westfield

Événements sociaux financés par l'entreprise

Qualifications

• Diplôme niveau 4 requis (CII préféré).
• 1+ années d'expérience en Paraplanning pour un cabinet de conseil indépendant.
• Capacité à traiter tous les aspects des conseils financiers.

Responsibilities

• Role axé sur la recherche et la rédaction de rapports.
• Traitement des aspects techniques des conseils financiers.
• Collaboration avec les équipes administratives.

Skills

Financial Advice

Research

Technical Aspects

Time Management

Education

Level 4 Diploma

Tools

Intelligent Office

Aegon

Aviva

Quilter

Job description

My client is a directly authorised Financial Advisory firm based in Wakefield, providing sound Financial Advice to both individuals and businesses surrounding Investments, Pensions, Mortgages, Protection and Estate Planning.

Due to team members being promoted to Financial Advisers, we are urgently in need of 2 Paraplanners to join the existing Paraplanning team. The role of a paraplanner at the firm is quite report and research orientated, focusing on the more ‘technical’ aspects of the job. They have separate administration teams for processing new business and dealing with wider administrative tasks.

The role would be suitable for a career focused Paraplanner, a Paraplanner looking to move into Advice in the future, someone looking to develop a further career within Training & Competence or Compliance or someone considering a role within Investment Portfolio Management.

We are ideally seeking full Level 4 Diploma qualified candidate (CII preferred), with 1+ years experience in a Paraplanning role for an Independent Advisory firm, the ability to deal with all aspects of financial advice (pensions, investments, protection, IHT and wider tax planning etc). It would be to your advantage if you are wanting to continue studies to Level 6 Chartered qualification, or if you have experience with Intelligent Office and / or experience with platforms such as Aegon, Aviva and Quilter and if you’ve had previous exposure to DFM solutions.

A great salary is offered for this role coupled with the below Benefits:

Hybrid working structure with a 50/50 split of time on site and WFH
During the probationary period we would expect new starters to be in the office full time to assist with their settling in and development.

Details of supplementary benefits we offer beyond standard holiday and pension entitlement include:

Very competitive study support program
2x Death In Service cover
A range of medical services are incorporated into this including:
Health checks
Access to a digital GP
Mental health consultations
Nutritionist consultations
Second medical opinion service
Westfield Health medical cash plan
Westfield Rewards smart spending cashback (through selected retailers)
Company funded social events throughout the year

Additional information

VACANCY DETAILS

Location:
Wakefield

CLOSING DATE

May

30

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Company Registration:
Lime People Search & Select Ltd 08062097

The Lime People Group of Companies includes Lime People Search & Select Ltd, Lime International Management Enterprises S.L.