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Remote Paraplanner

Heat Recruitment
Posted 22 days ago, valid for 11 days
Location

Stockton-On-Tees, Durham TS21 1EB, England

Salary

£25,000 - £40,000 per annum

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Contract type

Full Time

Retirement Plan

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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  • Salary: up to £50,000
  • Year of Experience Required: Level 4 diploma qualified (CII / CISI / LIBF) and working towards chartered
  • Location: Stockton-On-Tees/Remote
  • Benefits: Generous salary/bonus, profit share scheme, group scheme benefits, career and personal development pathways, wellbeing support services, generous social budget and team away days, agile and home working policies
  • Description: Wealth Management firm seeking remote paraplanner with experience in producing technical Suitability reports, high level of analytical capability, and good communication skills. Focus on high net-worth clients.

Remote ParaplannerLocation: Stockton-On-Tees/RemoteSalary: up to £50,000Benefits

  • Generous salary/bonus and profit share scheme
  • Group scheme benefits - pension scheme, death in service & income protection plan
  • Career and personal development pathways
  • Wellbeing support services
  • Generous social budget and team away days
  • Agile and home working policies

A highly unique and successful Wealth Management firm based in the Stockton-On-Tees. They provide clients with independent holistic financial planning advise to company owners, HNWs and mass affluent clients. They have a sole focus on high net-worth clients and have more than doubled in size over the last 2 years.

What’s needed to be considered?

In order to be considered for this unique remote paraplanner opportunity, candidates need to have -

  • Comfortable producing technical Suitability reports
  • level 4 diploma qualified (CII / CISI / LIBF) and working towards chartered.
  • High level of analytical capability and good communication skills (Client facing skills)

What next?

Apply today to be considered for this remote paraplanner opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.

Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.Synonyms: Report Writer, Financial Planner, Technical Sales Support, Technical Planner, Para-planner, Paraplanning, IFA, financial planning, wealth management, independent financial advice, senior paraplanner

Apply now in a few quick clicks

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.