Paraplanner - Hybrid/flexible Working

4 weeks ago

Gosforth Tyne and Wear, United Kingdom A for Appointments Full time €30,000 - €40,000

You'll have the opportunity to deliver high-quality, tailored wealth management services. Benefits include 26 days of annual leave, flexible working, a contributory pension scheme, private healthcare, extensive learning and development opportunities, career coaching, and a comprehensive employee assistance program. Enjoy a supportive work environment that values your hard work and offers opportunities for personal growth, career development, and recognition.
All Benefits:

~ Salary range of £30-40k (dependent on experience)
~26 days of annual leave, with an extra day off for your birthday (in addition to bank holidays)
~ Participation in a contributory pension plan
~ Lead Incentive Scheme
~ Reimbursement for one professional subscription annually
~ Flexible working arrangements
~ Access to a wellbeing app
~ Paid sick leave
~ Employee assistance program
~ Various learning and development opportunities with study support
~ Employee Benefits Portal offering cashback and vouchers for everyday purchases
~ Attendance at social events
~ Career coaching
~ Private Healthcare
~ Life assurance
~ Health insurance
~ Two charity volunteer days
~ Employee recognition programs
~ Referral programs for recruitment
~ Career development opportunities
~ Participation in a Cycle to Work scheme

Main responsibilities include:

Effectively communicate with and offer support to colleagues and clients, while attending regular paraplanning meetings.
Produce reports for consideration and signoff by advisers.
Analyse client portfolios and obtain illustrations to complete advice files for presentations to clients.
Keep up to date with all technical research to ensure the client file carries all relevant information.
Liaise with all departments to ensure the reports and advice is accurate and relevant.
Keep up to date with the investment market and with the developments of the industry relevant to clients.
The ideal candidate:

Ambition to complete a level 4 qualification in financial planning, if not already achieved.
An extensive knowledge of the financial planning industry is desirable.
Minimum of 2 years' experience in the field.
Excellent communication skills and attention to detail.
Ability to liaise with other departments effectively and professionally.
Motivation and discipline to maintain your own professional development.
At A for Appointments, we are committed to equal opportunities for everyone. We embrace diversity and believe that a balanced, inclusive workforce is crucial to our business. We do not tolerate discrimination, harassment or bullying towards any candidates or employees. We are proud to be an equal opportunities employer.
Due to the high volume of applications we receive, it is not always possible to respond to unsuccessful applicants. Therefore, if we have not responded to your application within five days, please assume that on this occasion your application has not been successful.

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