Paraplanner - Loughborough, United Kingdom - Ortus PSR

Ortus PSR

Verified Company

Loughborough, United Kingdom

1 week ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

I am working with a highly rated Wealth Management firm in the Loughborough area, with a great reputation down to their high quality and personal approach to financial planning.

The firm in question are looking to bring on board a Paraplanner who will be working collaboratively with the team of Financial Planners to provide technical solutions for all aspects of Financial Planning.

For this position you can expect a basic salary of £30,000+ dependent on experience.

Main duties:

Produce effective and compliant financial planning recommendations.
Carry out technical research as part of the existing arrangement review process.
Maintain up to date technical knowledge of financial products and services.
Develop and maintain effective relationships with clients and colleagues.

To be considered for this role, ideally you will hold:

Level 4 qualified in Financial planning or above.
Previously worked as a Paraplanner working in a busy team environment.
Excellent Microsoft and Excel skills and experience of building long term cashflows.

What's in it for you?
You'll enjoy a host of benefits including flexible working, funding and support for personal professional development, increased employer pension contributions, inclusion in group death in service and permanent health insurance schemes and more, such as:

34 days holiday including bank holidays increasing at 3 and 5 years.
Holiday scheme allowing for purchase or sale of up to 5 days holiday entitlement per year.
Pension Auto-Enrolment with NEST with contributions of 9% (7% by employer).
Life Insurance Cover at 4 times salary.
Income Protection Benefits at 60% of salary.
Flexible working and homeworking options.