At a Glance
- Tasks: Prepare suitability reports and support client onboarding with a focus on their needs.
- Company: Dynamic financial services firm based in Blackpool.
- Benefits: Private medical insurance, 25 days holiday, hybrid working, and wellness perks.
- Other info: Exciting opportunities for career advancement and personal growth.
- Why this job: Join a supportive team and grow your career in financial planning.
- Qualifications: Experience as a Paraplanner or Trainee Paraplanner; commitment to professional development.
The predicted salary is between 40500 - 49500 £ per year.
My client is currently looking for a Paraplanner to join their business in Blackpool.
- Prepare suitability reports and letters for the Planners to provide their recommendation based on our knowledge of the client, their documented needs, objectives, risk profile, to support a good client outcome, adapting your approach for clients in vulnerable circumstances.
- Prepare and submit new account paperwork for client onboarding.
- Deal with finance queries including invoices, billing, WIP, commissions, etc.
- Previous experience in a Paraplanner or Trainee Paraplanner Role.
- Commitment to achieve RQF level 4 Diploma in Regulated Financial Planning within a reasonable timeframe, with subsequent commitment to achieve Advanced Diploma in Financial Planning and CII Chartered status (Level 6).
Benefits include:
- Private Medical Insurance: Cover for employee, spouse/partner, and children via Vitality from day one.
- Medical Cash Plan: Dental, eye care, physiotherapy, and more via Simply Health.
- Life Assurance: 4x annual salary (from start date).
- 25 days holiday, increasing with tenure (+ bank holidays).
- Share Incentive Plan: Company matched shares (after 6 months).
- Electric Car Scheme, Cycle to Work, and Interest-Free Season Ticket Loan.
- Enhanced Maternity & Paternity Leave.
- Wellness Days, flu jabs, eye care vouchers.
- Microsoft Office for home use.
- Hybrid Working after probationary period.
- Discounts on the company’s own investment services.
Paraplanner (Pensions Management) in Blackpool employer: IDEX Consulting Ltd
As a Product Governance Manager at our Lloyd’s Syndicate in London, you will thrive in a dynamic and supportive work environment that prioritises employee growth and development. We offer a flexible four-day work week, fostering a healthy work-life balance while providing opportunities to engage with senior leadership and make impactful contributions to our governance framework. Join us to be part of a collaborative culture that values innovation and excellence in delivering customer outcomes.
We think you need these skills to ace Paraplanner (Pensions Management) in Blackpool
Communication Skills
Problem-Solving Skills
Organizational Skills
Attention to Detail
Time Management
Teamwork
Flexibility
