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JUNIOR PARAPLANNER (excellent career path to Paraplanner)-Bishops Stortford-To c£35k+...

JUNIOR PARAPLANNER (excellent career path to Paraplanner)-Bishops Stortford-To c£35k+...

Financial Divisions

Posted 4 days ago, valid for a month

Bishop's Stortford, Essex CM22 7DG, England

£28,000 - £35,000 per annum

Full Time

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Sonic Summary

The position is for a Diploma Qualified Paraplanner at an independent Chartered Wealth Management firm with nearly 15 years of experience.
Candidates should have current wealth management experience and evidence of RO exam passes, with a focus on financial planning.
The role offers a fantastic training and mentoring program, including support for completing RO exams and achieving CII Level 4 Diploma.
Responsibilities include managing the LOA process, drafting suitability reports, ensuring compliance, and preparing client documents.
The salary details are not explicitly mentioned, but the role is aimed at dynamic professionals looking to progress in their careers.

+ full study, excellent benefits package

Are you looking for your next step towards becoming a Diploma Qualified Paraplanner? My Client, an award winning, dynamic, and forward-thinking independent Chartered Wealth Management firm established for almost 15 years, is now looking to offer this progressive opportunity for a dynamic professional individual who has already demonstrated commitment to the financial planning sector.

Opportunity Highlights

** Fantastic training/mentoring programme

** Study supported to complete RO exams and gain CII Level 4 Diploma

** Progression to full Paraplanner

** Client facing opportunity

** Varied role includes controlling LOA process, sending monthly Valuations to Clients, drafting suitability reports, ensuring compliance, generating Client facing documents, compiling new business research, preparation for review meetings, updating Intelligent office

** Current wealth management experience with evidence of RO passes essential

To discuss this opportunity in more detail, contact Camilla Howden.

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JUNIOR PARAPLANNER (excellent career path to Paraplanner)-Bishops Stortford-To c£35k+...

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