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Paraplanner

3 months ago

Newcastle under Lyme, Staffordshire, United Kingdom mbf. Full time

Paraplanner - Newcastle under Lyme, office based - Salary negotiable up to £45,000 plus benefits


An award winning Independent Financial Planning practice that have multiple offices across the UK currently have the requirement for an experienced Paraplanner to join their friendly and established team in Newcastle-Under-Lyme.


The client is a respected name in the market; they are a successful business that provide holistic financial solutions to clients across the UK.


The role:

  • They now have the requirement for an additional Paraplanner to join them.
  • The role will be to support a team of Senior Financial Advisers, responsible for full technical paraplanning service and ensuring the firms clients receive an excellent level of service.
  • You will act as a technical point of contact for other members of staff within the business
  • You'll need to produce compliant reports and supporting documents to outline recommendations provided by the financial advisors

Requirements:

  • My client is seeking to employ a hard working individual and a good team player who will fit in with the overall shared goal of helping the company to grow and move forwards.

On offer:

  • Competitive basic salary up to £45,000
  • Generous bonuses. One is paid quarterly and the other annually.
  • Great benefits package including: 6% pension, PMI, Life Assurance, Dental Cover, generous holiday
  • You will be given full support towards professional qualifications
  • Holiday allowance, 25 days plus BH, rising with service
  • Additional Flexible benefits
  • This is a full time, office based position; working hours 95, monfri