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Paraplanner to Servicing Financial Advisor Position, Colchester, £40,000 £50,000, Study support

Financial Divisions
Posted 2 days ago, valid for 23 days
Location

Colchester, Essex CO6 3JQ, England

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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  • The position offers a salary range of £40,000 to £50,000 depending on experience, with opportunities for career progression and study support.
  • Our client is looking for a skilled paraplanner with at least 2 years of experience and a Level 4 Diploma to advance towards becoming a Servicing Financial Advisor.
  • The role involves collaborating with three Partners to prepare recommendations, conduct in-depth research, and ensure compliance with company standards.
  • Key responsibilities include analyzing products and providers, reviewing contracts, maintaining records, and conducting annual client reviews.
  • The ideal candidate should possess strong knowledge of financial planning, exceptional attention to detail, and proficiency in MS Office, particularly Excel.

Salary: £40,000 £50,000 (DOE) - Career Progression - Study Support , Supportive culture, Great Opportunity - Office Based

Are you ready to take the next step in your career as a paraplanner? Our client is searching for a skilled and passionate individual who is eager to grow and advance towards becoming a Servicing Financial Advisor. This role provides a unique chance to collaborate closely with seasoned professionals in a vibrant and client-centric environment.As a pivotal member of the team, you will work alongside three Partners, contributing to the preparation of recommendations, conducting in-depth research, and ensuring adherence to company standards. Your responsibilities will encompass collaborating with advisers to craft recommendations, conducting thorough research and analysis of products and providers, and continually exploring investment funds. You'll also be tasked with reviewing contracts, maintaining meticulous records, and conducting annual reviews for our valued clients.To thrive in this role as a Servicing Financial Advisor you'll need at least 2 years plus experience as a paraplanner, along with a Level 4 Diploma. Strong knowledge of key financial planning areas, exceptional attention to detail, and outstanding communication skills are essential. Proficiency in MS Office, particularly Excel, is preferred.In return for your expertise and dedication, our client offers a competitive salary, generous annual leave, pension contributions, professional development support, and a supportive and collaborative environment. Don't let this fantastic opportunity pass you by! Take the next step in your financial planning career and apply today.For a confidential discussion about this exciting Servicing Financial Advisor opportunity, please contact Samantha.

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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.