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    Financial Paraplanner - England, United Kingdom - Nelson Scott

    Nelson Scott
    Nelson Scott England, United Kingdom

    1 week ago

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    Description

    Job Specification We are currently recruiting for a Paraplanner to join our remote based team on a full-time, permanent basis.

    As a Paraplanner, you will work as part of a collective to assist our directors and senior consultants in providing technical wealth management support for the delivery of key products and services to clients.


    RESPONSIBILITIES:


    The successful applicants will be expected to support our Financial Planners with information gathering and planning, through to delivery on a case-by-case basis.

    Other responsibilities may include, but are not limited to:


    • providing technical and investment advice support on all aspects of clients'requirements and wealth management planning
    • preparing, reviewing, and updating letters, proposals, and reports (withconsultant direction) with attention given to the clients' risk managementposition
    providing support in the delivery of the Group's products and services toclients, including cash management, tax products and any special projectsWHAT YOU NEED TO SUCCEED:

    • Diploma in Regulated Financial Planning or aCertificate in Paraplanning (equivalent qualification will also be accepted)
    • sound technical knowledge of the spectrum of financial products and therelevance to client requirements including pensions, protection, widerpersonal wealth management
    • up-to-date knowledge of the regulations, legislation, policies, and proceduresrelevant to the roleBENEFITS YOU GET IN RETURNIn addition to excellent career progression - with fantastic opportunities for promotion - training, support, and a great office environment, you will also have the exciting opportunity to take part in charity fundraising events and other social activities.

    Your benefits package includes the following:

    • Share Incentive Plan
    • Group Pension
    • Life Assurance
    • Income Protection
    • Health Cash PlanIt is flexible so that means you can pick benefits to suit you
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