At a Glance
- Tasks: Prepare suitability reports and support client onboarding with tailored financial advice.
- Company: Join a dynamic financial services firm in Blackpool with a focus on client outcomes.
- Benefits: Enjoy private medical insurance, life assurance, 25 days holiday, and hybrid working options.
- Other info: Commit to achieving RQF level 4 Diploma and enjoy excellent career progression opportunities.
- Why this job: Make a real difference in clients' lives while advancing your financial planning career.
- Qualifications: Previous experience as a Paraplanner or Trainee Paraplanner is essential.
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.
Pension Paraplanner 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 Pension Paraplanner in Blackpool
Report Writing
Client Onboarding
Financial Planning
Attention to Detail
Communication Skills
Problem-Solving Skills
Knowledge of Financial Regulations
