Paraplanner - Uxbridge, United Kingdom - GCB Recruitment

GCB Recruitment

Verified Company

Uxbridge, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

For the successful Paraplanner, our clients are offering the following:

£28,000
£40,000 (depending on experience & bonus included)
Uncapped Bonus Scheme
Study support for qualifications
Opportunity to develop yourself within the company.
Hybrid working, 2 days working from home.
Free Parking
25 days holiday + bank holidays.

The Paraplanner duties will include, but will not be limited to:

Support Team Manager where necessary
Delegate tasks where necessary
Identify areas for improvement and assist in the design process.
Follow the compliance process.
Embed change, review, and feedback.
Ensure tasks are managed via the intelligent office.
Ensure the process is followed, and coach junior team members where necessary.
Provide Paraplanning support to the adviser(s) as allocated.
Keep up to date with legislative and industry changes that will affect the business and its clients.

To be considered for the role of Paraplanner, you must have the following attributes:

Diploma qualified or working towards
Some experience in a paraplanning role already
Experience in holistic, lifetime financial planning including cash flow planning and forming advice.
Confident, assertive and an excellent communicator
Ability to plan and organise new or familiar tasks and to use a problemsolving approach to respond appropriately to a wide range of enquiries.
Experience in using iO and FE Analytics.

This job has been posted by GCB Agency Recruitment Ltd, acting as the Employment Agency in relation to this vacancy, working on behalf of their client who is confidential at this stage.