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Paraplanner

2 months ago

Huddersfield, United Kingdom Finlink Ltd Full time

Paraplanner, Huddersfield

Hybrid working opportunities available.

Up to £45k depending on experience

This role is for you if you are an experienced Paraplanner that ideally has their Level 4 Diploma, is working towards it, or has considerable experience. You will benefit from joining a large team where you will receive support, exposure to an abundance of knowledge, access to a 'Learning and Development Programme’, and due to growth plans, there will be opportunities to progress further within the business.

The Business

The business is well-established national financial services firm in multiple locations across the UK. The business is growing organically, as well as through acquisitions, hence the need to expand the support team. This position is based in their Huddersfield office

The Role

As a Paraplanner, you’ll be working closely with Financial Advisers by providing technical support in accordance with the client’s Financial Advice needs. After assessing the client’s needs, you will be producing timely and compliant reports.

A typical day will involve conducting research on products, writing reports that advisers will present to clients, arranging for plans to be submitted to providers, preparation of client review packs and illustration requests, and assisting with and maintaining client records.

Benefits

  • Salary - Up to £45k depending on experience
  • 25 days holiday + bank holidays, rising with length of service.
  • You get the day off on your birthday
  • Holiday Purchase Scheme
  • Life assurance
  • Pension Contribution
  • Corporate Eyecare Support
  • 'Extras’ Discount shopping discounts
  • Cycle to work scheme
  • Employee Referral Scheme
  • Learning & Development programme
  • Electric Car scheme

Applying

If this position is of interest, please click the apply button below and we will get in touch to discuss further and answer any questions.