Paraplanner in Puckeridge

Job Title: Paraplanner

Salary: £45,000

Location: Ware, Herts

Term: Permanent

An award winning private Financial Planning business is in search of an experienced paraplanner to join their thriving business. Work in a successful business where you can show off your independent thinking, desire to contribute to a business, attend new client meetings and work both from home and office location.

Duties of the Paraplanner role:

• Understanding and analysing new and existing client current personal and financial circumstances and objectives
• Fielding new business calls from prospective clients
• Writing and producing detailed suitability reports
• Researching products for client individual circumstances and goals
• Communicating with clients and working closely with the Financial Advisers
• Supporting Financial Adviser and working as a team
• Joining client meetings where required
• Working with Network regulator to assist with FCA compliance

Salary and Benefits for the Paraplanner role:

• Competitive local salary of £45k
• Hybrid flexible working structure
• 25 days holiday (inc. bank holidays)
• 5% pension contribution
• DIS
• Training available. First exam paid for. CII – RO. Level 4 Dip. First exam paid for by employer
• Close to Train station location
• 9-5.30pm Mon – Fri

Skills and experience required:

• Minimum of 3 years in a Paraplanning experience preferred

Please apply online or call (phone number removed) for more information.