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Paraplanner

  • Location:

    Lytham St. Annes, Lancashire

  • Sector:

    Financial Services

  • Job type:

    Permanent

  • Salary:

    £22000 - £27000 per annum + Career progression, 6 monthly bonus

  • Contact:

    Colleen

  • Contact email:

    [email protected]

  • Job ref:

    PRE/209878_1648823053

  • Published:

    about 2 months ago

  • Expiry date:

    13/05/2022

  • Startdate:

    ASAP

Job Description

Our client has an exciting opportunity for a Paraplanner (Trainee or qualified) to join their small and friendly team.

Working in collaboration with existing Financial Advisers, Paraplanners and Administration, you will prepare recommendations and produce suitability reports, including implementing recommendations and reviewing the client`s financial affairs, and preparing and maintaining client records.

Do you have experience of maintaining good working relationships in the delivery of financial advice services or similar environment?

Do you have proficient knowledge of pensions and retirement planning, investments, tax planning and regulation within the financial services industry?

Ideally you will have passed or be working towards the completion of the RO1 - RO6 exams to be considered for this amazing opportunity. However, the client is flexible.

WORKING HOURS: Monday - Friday 0900 - 1700 with 30 minutes for lunch. (You will work 2 days in the office and 3 days from home.)

SALARY: £22,000 - £27,000 (negotiable depending upon experience)

INCENTIVE SCHEME: Encouragement & support with career progression (to be discussed at interview)

LOCATION: Lytham St. Annes, Lancashire

If you wish to be considered for this wonderful permanent opportunity, please apply/email your updated CV for review and further details

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