Paraplanner - Torquay, United Kingdom - Burgh Recruitment Ltd

Burgh Recruitment Ltd

Verified Company

Torquay, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Paraplanner

Location - Torquay - 2 days per week from home

Hours:
Flexible - Full Time or min 30 hours per week
**Salary - Up to £35,000 Dependent on Experience + Bonus + excellent benefits

We are an SJP Partner Practice in Torquay, Devon looking to appoint an experienced Paraplanner to join our growing team.

**Our Practice is highly successful and prides itself on offering a first-class service to all our clients, providing them with a range of investment and retirement products and solutions to meet their financial goals and objectives.

You will be providing technical expertise to support and assist in this process, through undertaking detailed research and analysis of a wide variety of financial planning solutions.

Plus, producing compliant financial planning reports for our Financial Advisors/Partnersto present to clients.

As our Paraplanner, you will be the go-to individual for advice on technical queries and your duties will focus on covering the full client journey, including conducting research to source suitable solutions; completing detailed and informative reports andliaising with the Administration team to ensure business is accurately processed and systems are correctly updated.

You will always strive to produce well thought out and meaningful Client reports that demonstrate your attention to detail and understanding of their needs.

Paraplanner Requirements

You should be an experienced Paraplanner with great report writing skills
Level 4 Diploma is desirable but not required if you have good paraplanning experience
You will have experience of Life, Pension and Investment products
Team fit is important to us, and we have a positive approach to work/life balance, so we are looking for likeminded individuals
Hybrid working is an option with 12 days a week available for WFH
Opportunity for fulltime hours worked over a 4day week

The Company:
Benefits

Progression Structure & Exam Support
Death in Service
Discretionary Bonus
Condensed Working Option
Day off on your Birthday
Company PMI available to Staff & Family
Time off to undertake Charitable Work
Increased Holiday Allowance after 2 years Employment
Beautiful Office Location
Parking

St.

James's Place plc (SJP) is a leading, and highly regarded, FTSE 100 UK Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base.

This practice is well establishedand highly successful.