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Paraplanner

2 months ago

East Malling, United Kingdom enable recruitment | B Corp™ Full time

Are you a Wealth Management professional looking for a new Paraplanner role? We’re delighted to have partnered with an award-winning independent financial advisory firm that is actively expanding its Paraplanning team Highly regarded within the industry, our client has built an outstanding reputation for delivering bespoke advice and wealth planning expertise to clients across the UK. If you are a detailed-orientated professional with a passion for financial planning and client service, we’d love to hear from you What you‘ll be doing: Providing support to the financial advisers of the business with advice formulation Producing suitability reports, illustrations, cashflow modelling reports. Carrying out technical research of funds and products for the adviser Updating and managing the back office system (X-Plan) What you need to apply: 2 Years Paraplanning experience Level 4 Diploma (DipPFS/DipFA) or working towards is preferable Effective communication skills and capable of working in a busy environment Experience in speaking with clients and providers on the adviser’s behalf What‘s in it for you? A basic salary of up to £44,000 dependent on experience and qualifications Flexible working structure with working from home and flexitime offered Social opportunities throughout the year Exam funding and support Progression opportunities into different areas of the business, depending on which way you see your career heading Enhanced Maternity & Paternity Pay Generous annual leave allowance What next? Hit apply or contact Dan directly danielenable-recruitment.co (Just .co)