Paraplanner
4 weeks ago
Salary £35k to £40k DOE | Hybrid | Flexible Hours – Full or Part time
Cathedral 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 products
- Assist with or prepare full suitability reports
- Research the most suitable product and tax wrapper
- Complete money laundering requirements
- Prepare research on existing investment and pension funds
- Maintain client relationships
Paraplanner requirements include: -
- Part or fully qualified level 4 CII or LIBF candidates considered
- Experience of working in a similar role in Financial Services
- Ability to work under your own initiative
- Excellent verbal and written communication skills
- The ability to communicate confidently, clearly, and effectively at all levels
Benefits for Paraplanner: -
- Hybrid working
- Flexible hours
- Competitive employee benefits package
- 27 days annual leave plus bank holidays
- Company pension
Recruitment Consultant: Joanne Howell
Ref: 10404
Note 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.
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