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    Paraplanner - Lanivet, United Kingdom - Cathedral Appointments | South West Recruitment

    Cathedral Appointments | South West Recruitment
    Cathedral Appointments | South West Recruitment Lanivet, United Kingdom

    20 hours ago

    Default job background
    Accounting / Finance
    Description
    Salary £35k to £40k DOE | Hybrid | Flexible Hours – Full or Part time


    Cathedral Appointments is delighted to be working with a well-established, independent Asset Management firm based in Cornwall who are proud of its reputation and bespoke client care.

    They have an exciting opportunity for an experienced Paraplanner to join their team on either a full time or part time basis.

    Hybrid working offered with the need to access Cornwall on an ad hoc basis. The ideal candidate will be within a 2-hour drive of Cornwall.


    Paraplanner responsibilities include:

    • Review client files, portfolios, and products
    Assist with or prepare full suitability reports
    Research the most suitable product and tax wrapper
    Complete money laundering requirements
    Prepare research on existing investment and pension funds
    Maintain client relationships


    Paraplanner requirements include:

    • Part or fully qualified level 4 CII or LIBF candidates considered
    Experience of working in a similar role in Financial Services
    Ability to work under your own initiative
    Excellent verbal and written communication skills
    The ability to communicate confidently, clearly, and effectively at all levels


    Benefits for Paraplanner:

    • Hybrid working
    Flexible hours
    Competitive employee benefits package
    27 days annual leave plus bank holidays
    Company pension


    Recruitment Consultant:
    Joanne Howell

    Ref: 10404


    Note on Sponsorship:

    We regret to inform that at this time, we are unable to offer sponsorship for work authorisation for this role.

    Therefore, candidates must possess valid authorisation to work in the UK without requiring visa sponsorship.
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