Paraplanner

View: 103

Update day: 04-06-2024

Location: Altrincham North West

Category: Other

Industry:

Job type: Full-time

Salary: £36,000 - £42,000

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Job content

Paraplanner Vacancy. Up to £42,000. Altrincham / Hybrid (2 days in the office, 3 at home)

You’ll be joining a team that supports one another and shares knowledge, and be part of a business who promote and facilitate personal development.

As a Paraplanner you will: More about the role

Support the Financial Advisers in providing, implementing, and reviewing strategies and advice
Prepare accurate financial plans and suitability reports
Do research and analysis to meet client needs and objectives
Managing individual workflow and delivery
Providing technical guidance/assistance to your colleagues

To be considered you’ll need you’ll need

The Level 4 Diploma in regulated financial planning (DipPFS, DipFA or equivalent)
Paraplanning experience in a holistic firm

Remuneration and other information

£36,000 to £42,000 salary
23 days holiday plus bank holidays plus 3 between Christmas and New Year (Increases with length of service)
Group Personal Pension membership with employer contributions of 4% of salary, subject to auto-enrolment rules
Death in Service cover of 4 times salary
Private Medical Insurance (BUPA)
Permanent Health Insurance
Discretionary Annual Bonus

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