Paraplanner

3 days ago

Warwick, United Kingdom Thomas George Selection Full time

Paraplanner role for Midlands based financial advice firm.

Flexible work from home or office options available.

Established company with welcoming, supportive and friendly culture.

Great benefits included.

**About Our Client** A successful independent financial planning practice with an excellent regional reputation are looking to recruit Paraplanner to join their team in Warwickshire.
- Provide research and analysis for a range of Financial Planning, Retirement and Investment advice solutions
- Liaising with providers and third parties to obtain performance information
- Client needs analysis
- Maintain regular contact with investment specialists
- Produce suitability reports to illustrate client objectives and recommendations
- Ensure compliance guidelines are met

**The successful Applicant**:

- Suitable backgrounds include Paraplanner, Technical Analyst, Financial Planning Technician
- Diploma level 4 or progression towards
- Have an understanding of financial regulation set by FCA
- High level of attention to detail
- Excellent communication skills with the ability to work with people at all levels

**What’s on offer** Salary to £35,000 - £45,000

Options available for full time, part time, permanent, work from home, work from office

Benefits package

Future development and progression available within the firm
- Your contact for this vacancy is Keith Enright

Thomas George Selection

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