Paraplanner
other jobs Pinstripe Personnel
Added before 8 Days
- England,North West,Merseyside
- Full Time, Permanent
- £48,000 - £60,000 per annum
Job Description:
PARAPLANNER
Wirral
Hybrid Working - 3 days in office
£48,000 - £60,000 Depending upon experience.
Due to continued growth our client, a well established, award winning, IFA business based in the Wirral is now looking to appoint an experienced Paraplanner to join their team.
This is a key appointment and you will be working closely with Directors, IFA’s and Management team. The business is based in the Wirral and you will be expected to work from the office 3 days per week and from home for 2 days. You can be fully office based if desired.
The successful candidates will support the IFA’s with technical research, analysis of financial products to ensure they meet with the clients requirements, processing of new business, submitting applications and case managing through to completion. As well as liaising with product providers, head office and clients alike.
They will also be required to keep up-to-date with product knowledge, ensure they maintain positive working relationships with internal and external stakeholders and communicate in a confident and friendly way. A client-focused approach is essential as the clients are at the centre of everything our client does.
Previous experience as Paraplanner or possibly as a Financial Adviser and having the Level 4 qualification in Paraplanning or Financial Advice is essential, being Chartered is advantageous. In return you will receive a highly competitive salary and benefits package.
For more information on this exciting opportunity please send your CV to Douglas McDougall
Wirral
Hybrid Working - 3 days in office
£48,000 - £60,000 Depending upon experience.
Due to continued growth our client, a well established, award winning, IFA business based in the Wirral is now looking to appoint an experienced Paraplanner to join their team.
This is a key appointment and you will be working closely with Directors, IFA’s and Management team. The business is based in the Wirral and you will be expected to work from the office 3 days per week and from home for 2 days. You can be fully office based if desired.
The successful candidates will support the IFA’s with technical research, analysis of financial products to ensure they meet with the clients requirements, processing of new business, submitting applications and case managing through to completion. As well as liaising with product providers, head office and clients alike.
They will also be required to keep up-to-date with product knowledge, ensure they maintain positive working relationships with internal and external stakeholders and communicate in a confident and friendly way. A client-focused approach is essential as the clients are at the centre of everything our client does.
Previous experience as Paraplanner or possibly as a Financial Adviser and having the Level 4 qualification in Paraplanning or Financial Advice is essential, being Chartered is advantageous. In return you will receive a highly competitive salary and benefits package.
For more information on this exciting opportunity please send your CV to Douglas McDougall
Job number 3310858
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