Paraplanner - Sutton-in-Ashfield, United Kingdom - Search Consultancy

Search Consultancy

Verified Company

Sutton-in-Ashfield, United Kingdom

4 days ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Paraplanner
Nottinghamshire
£35,000 - £55,000 (depending on experience and qualifications) plus excellent benefits including 10% pension, income protection, exam support including working hours study time and bonus for passing exams, free parking and hybrid working)

An established and well respected Financial Advice organisation in Nottinghamshire are looking for an experienced Paraplanner to join their organisation.

Due to expansion in business levels I am looking for an experienced, industry qualified Paraplanner tojoin the company and provide an important function in supporting the IFA's within the business.

The successful applicant will ideally Diploma qualified (or close to) and you will be given full support to obtain your qualifications up to Chartered by the firmincluding working hours study time and bonus for passing exams.

The main responsibilities within the role include providing accurate and compliant reports, on-going monitoring of recommended structures and providers, working closely with the Directors in relation to investment funds and developing the technical knowledgeof the other support staff.

The role will predominantly be with private clients and high net worth individuals and families.

Alongside report writing and research you will also attend meetings with the advisors and be a close point of contact to the clients.

This is not just a basic paraplanning role

This is a superb opportunity in which there are genuine opportunities to progress within the business whilst personal and professional development is actively encouraged.

In return you will work in an exciting and fast paced environment and receive a marketleading salary package. You will get exposure to investments that run into £millions and work with varied and challenging clients and cases.
The benefits package is excellent and hybrid working is encouraged and embraced.