Paraplanner - £38,000 - £45,000 A Year

Paraplanner - £38,000 - £45,000 A Year

Full-Time No working from home possible
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Job Description Paraplanner \ N Hove \ N £38,000 - £45,000 \ N \n The Opportunity \n An excellent opportunity has arisen for a Diploma-qualified Paraplanner to join a well-established and growing financial planning firm in Richmond \ N \n This role offers the chance to work within a supportive and professional environment where building a strong business support team is key to delivering outstanding service to clients and Financial Advisers. The successful candidate will work closely with advisers to support the financial planning process and ensure the delivery of high-quality, compliant advice. \ N \n This is an ideal opportunity for a technically strong paraplanner looking to further develop their career, with support available for those wishing to progress towards Chartered status. \ N \n Role Responsibilities \ N \n Conduct detailedfinancial analysis to support the development of financial plans \ N Use financial planningsoftware to model financial scenarios and projections \ N Prepare and review investment proposals and financial reports for clients \ N Collaborate with Financial Advisers to develop and implement tailored financial strategies \ N Research financial products, providers and investment opportunities \ N Ensure all work complies with regulatory requirements and company procedures \ N Maintain accurate and up-to-date client records and documentation \ N \n \n What do we needfrom you? \ N \n Strong understanding of investments, pensions, personal tax, estate planning and protection \ N CII Level 4 Diploma inFinancial Planning (or equivalent) – essential \ N Ability to perform basic tax calculations \ N Experience supporting the delivery of financial advice within a financial services environment \ N Ability to research, learn and apply new financial planning knowledge \ N Previous experience writing suitability reports \ N \n \n What'sin it for you? \ N \n Genuinelycompetitive salary up to £45,000 \ N Hybrid Working \ N Death in Service \ N Income Protection \ N Salary Sacrifice Schemes \ N Opportunities for growth within a Chartered financial planning firm \ N 5 days holiday+ Bank Holidays \ N Flexi Hours \ N \n \n This is a fantastic opportunity to join a growing organisation where you can further develop your technical expertise while contributing to a high-quality financial planning service. \ N \n Apply today via NJR Recruitment or call quoting the reference NJR16881 \ N \n Please note: Due to a high volume of applications, if your CV does not reflect the essential requirements, or you answer 'no' to key screening questions, we may not be able to contact you.

Paraplanner - £38,000 - £45,000 A Year employer: Artemis Recruitment

Join a prestigious private dermatology clinic in Canterbury, where you will be part of a supportive and collaborative multidisciplinary team dedicated to delivering exceptional patient care. With a strong focus on professional development and a commitment to maintaining high clinical standards, this clinic offers a rewarding environment for Consultant Dermatologists looking to advance their careers while enjoying the benefits of a well-established practice in a vibrant community.

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Contact Details:

Artemis Recruitment Recruitment Team