Our client, a multiple award winning firm of financial planners in Wigan are looking to appoint a Paraplanner to join their highly experienced team on a permanent basis.
Working closely with the advisers, duties and responsibilities will include:
- Writing and tailoring high quality suitability letters based on consultation with the Adviser/s
- Extensive product research surrounding the key financial products in order to arrive at the most suitable recommendations
- Providing guidance, coaching, and technical mentoring to more junior team members
The Person:
- Level 4 Diploma (essential)
- Extensive experience of pensions, Investments, personal, trust and estate taxation (desirable)
- Experience dealing with High Net Worth clients (desirable)
- Reliable and diligent
- Excellent working knowledge surrounding the key areas of Financial Planning
- Strong commercial and technical knowledge
- Personable and professional
What our client will offer: (not limited to)
- Lucrative bonus structure
- 26 days’ holiday plus bank holidays
- Death in Service (4x salary)
- Critical Illness Cover
- Home working
- Fully funded social events
Paraplanner in Wigan employer: Taylor James Professional Recruitment Careers
Join an award-winning firm in Leeds that prioritises employee satisfaction and growth, offering a supportive environment for IFA Administrators. With an impressive retention rate, the company provides a competitive salary, generous holiday allowance, and full study support to help you advance your career in financial services. Experience a culture that values personal development and teamwork while enjoying the flexibility of home working.
Contact Details:
Taylor James Professional Recruitment Careers Recruitment Team
