Paraplanner

Salary £35k to £40k DOE | Hybrid | Flexible Hours – Full or Part timeCathedral Appointments is delighted to be working with a well-established, independent Asset Management firm based in Cornwall who are proud of its reputation and bespoke client care.They have an exciting opportunity for an experienced Paraplanner to join their team on either a full time or part time basis.Hybrid working offered with the need to access Cornwall on an ad hoc basis. The ideal candidate will be within a 2-hour drive of Cornwall.Paraplanner responsibilities include: -Review client files, portfolios, and productsAssist with or prepare full suitability reportsResearch the most suitable product and tax wrapperComplete money laundering requirementsPrepare research on existing investment and pension fundsMaintain client relationshipsParaplanner requirements include: -Part or fully qualified level 4 CII or LIBF candidates consideredExperience of working in a similar role in Financial ServicesAbility to work under your own initiativeExcellent verbal and written communication skillsThe ability to communicate confidently, clearly, and effectively at all levelsBenefits for Paraplanner: -Hybrid workingFlexible hoursCompetitive employee benefits package27 days annual leave plus bank holidaysCompany pensionRecruitment Consultant: Joanne HowellRef: 10404Note on Sponsorship: We regret to inform that at this time, we are unable to offer sponsorship for work authorisation for this role. Therefore, candidates must possess valid authorisation to work in the UK without requiring visa sponsorship.