Job title:
Paraplanner - Progressive Role to Financial Adviser

Job description:
Our client is a Financial Advisory organisation, specialising in Lifestyle Financial Planning as well as Employee Benefits. They pride themselves on providing an excellent service and strive to exceed client expectations. They have an established client base and due to continued growth, now have a vacancy for a Paraplanner to join their team. This is a fantastic opportunity for an individual to complete their qualifications, receiving full support with costs and training whilst being part of their fast growing organisation. This exciting position will offer plenty of scope for career progression. Paraplanner - Duties will include: • Contacting clients and setting up review meetings. • Report writing and product recommendations. • Completing risk assessments. • Researching market reviews on new and existing products and services. • Reviewing and responding to clients changing needs. • Providing up to date reviews and communications of legislative changes. • Developing procedures and processes. • Learning and integrating financial technology to streamline processes and ensure access to real time information. • Compliance development. Although not essential, applicants for the Paraplanner role will benefit from having experience in using the following systems: • Plum Financial Software. • Axa Elevate. • Voyant. • Select a Pension. Salary: £28,500 per Annum + Bonus Structure and Generous Benefits Package In order to be considered for the role you must have at least 2 years’ experience working as a Paraplanner. The Level 4 Diploma is not essential however you must be very close to completing it. They are looking for a dynamic individual with a positive ‘can do’ attitude, good work ethic and willingness to learn. Full costs of further qualifications will be met and full training in the role will be provided. Please apply online for this Paraplanner role with your CV and covering letter. Please check your email for confirmation that your application for this Paraplanner role has been received and to follow further instructions if applicable.

Minimum salary: 28500

Maximum salary: 28500

Employer Name: Monster UK

Job short description: Financial and investment advisers

Country: United Kingdom

Region: Surrey

Contract duration: Permanent

Contract type: Full time

Source of job offer:
Department for Work and Pensions, Public Employment Services, United Kingdom

How to apply: Other - see free text

Salary currency: GBP

Salary period: Annually