Paraplanner

recruitment22

Posted 3 days ago, valid for 17 days

Ellesmere Port, Cheshire CH663RL, England

Full Time

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Sonic Summary

This is an opportunity to join a growing independent Wealth Management firm in Ellesmere Port as a Paraplanner.
The role requires paraplanning experience and a working knowledge of various financial products.
The starting salary is up to £45,000, with bonuses of 10%-15% paid quarterly.
Additional benefits include hybrid working, pension contributions, private healthcare, and 25 holidays plus bank holidays.
Candidates are encouraged to work towards a Level 4 diploma in regulated financial planning, although it is not essential.

This is a perfect opportunity to join an independent Wealth Management firm, in their offices in Ellesmere Port, who are growing through acquisitions and are looking for a Paraplanner to grow with them. They will support your personal development, pay bonuses up to 15% of your salary and have a whole range of additional benefits. As a Paraplanner you will support the delivery of the financial planning and advice process to clients by providing technical research, analysis and report writing services to Financial Advisers. This includes:

Gathering and undertaking research of financial products
Analysing and comparing technical elements of financial products to establish appropriate options
Undertake cost analysis to establish aggregated costs and charges of financial products
Undertake tax calculations and income sustainability analysis
Summarise findings in a recommendation report that sets out clearly and succinctly the reasons why advice is appropriate and suitable
Work closely with the compliance team to support the development of advice policy and process and collaboratively with the business file reviewers to ensure advice and advice records are prepared to the highest standards.
Maintain technical knowledge through a programme of Continuing Professional Development.

To be successful you will need to have paraplanning experience and have working knowledge of a wide variety of financial products.Having the level 4 diploma in regulated financial planning is not essential but they would like you to be working towards this. Your benefits will include

Starting salary of up to £45,000
Hybrid working, 2 in the office and 3 WFH
Flexibility with hours around existing external commitments
Bonus is paid quarterly and is 10%-15% of salary each year
Enrolment onto their Employee Benefit Trust Scheme
Pension contributions are 6% employer and 2% employee.
Holidays are 25 plus bank holidays, 3 to be taken at Christmas close down.
4x Death in service.
75% income protection plan.
Private healthcare.

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