Our client, a well-established firm in Warrington is recruiting for a Paraplanner to join their successful business. This position is available due to levels of business and the company striving to expand.
The Paraplanner duties will include, but will not be limited to:
- Support Team Manager where necessary
- Delegate tasks where necessary
- Identify areas for improvement and assist in the design process
- Follow compliance process
- Embed change, review, and feedback
- Ensure tasks are managed via intelligent office
- Ensure the process is followed, and coach junior team members where necessary
- Provide Paraplanning support to the adviser(s) as allocated
- Keep up to date with legislative and industry changes that will affect the business and its clients
To be considered for the role of Paraplanner, you must have the following:
- Level 4 Paraplanner (DipFA)
- Some experience in a paraplanning role already
- Experience in holistic, lifetime financial planning including cash flow planning and forming advice
- Confident, assertive and an excellent communicator
- Ability to plan and organise new or familiar tasks and to use a problem-solving approach to respond appropriately to a wide range of enquiries
- Use of standard applications to process, obtain and combine information – Microsoft Office, Excel, Word, Powerpoint, Outlook, and database
Our clients are offering the following to the successful Paraplanner:
- £28,000 – £35,000
- Excellent progression opportunities
- Remote working
- Bonus scheme
- Opportunity to become Financial Advisor
- Full exam support and training
- 8% non contributory pension
Due to the high amounts of applications if you have not been contacted within 7 days, please consider your application unsuccessful.
This job has been posted by GCB Agency Recruitment Ltd which is acting as the Employment Agency in relation to this vacancy, working on behalf of their client who is confidential at this stage.