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Paraplanner

Hays Specialist Recruitment Limited
Posted 3 days ago, valid for 7 days
Location

Bridgnorth, Shropshire WV15 6QL

Salary

£30,000 - £36,000 per annum

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Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • An established wealth management firm is seeking an experienced Paraplanner due to continued growth.
  • The role involves providing technical support to Financial Advisers and preparing tailored advice for clients.
  • Candidates should have proven experience as a Paraplanner, with strong technical knowledge in areas like investments and pensions.
  • The position offers a highly competitive salary along with a good benefits package and flexible working options.
  • Ideal candidates will have at least a few years of relevant experience in financial planning.

Your new companyDue to continued growth, an excellent opportunity has arisen within a very well established firm of wealth management advisers for an experienced Paraplanner. Working within a very friendly and supportive team environment. Flexible working options.Your new roleProviding technical support to Financial Advisers / Wealth Planners assisting with the preparation of advice tailored to client's needs. Key responsibilities include carrying out research to identify the most suitable products to meet client requirements, preparing suitability reports, being a key point of contact for clients regarding technical matters across the full range of financial planning. Excellent prospects for progression.What you'll need to succeedProven experience as a Paraplanner supporting financial advisers, strong technical knowledge across the full range of financial planning, particularly in the areas of investments, pensions, IHT planning and ideally experience of cash flow planning.What you'll get in returnHighly competitive salary and good benefits package. Flexible working options, including hybrid working.What you need to do nowIf you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.

Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at hays.co.uk

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In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.