Citrus Elite Recruitment Ltd
Paraplanner
Job Location
High Cogges, United Kingdom
Job Description
Are you a Paraplanner looking for that next career step and want the flexibility of working Hybrid?
Want to work with a family orientated business with an excellent working environment and culture?
Our client is looking for a further Paraplanner to join their highly friendly Team.
Starting salary £34,000
Benefits:
Hybrid working Option (2 days in the office and 3 days working from home - Flexible)
Private Medical Insurance after probation period
28 days holiday including Public Holidays
Day off for birthday
1 extra day off per year after 5 years’ service to a total of 5 days
After 5 years’ service 2 weeks sabbatical, 1 month after 10 years’ service and 6 weeks after 10 years’ service
Support and study leave for exams
Personal Development budget
Cycle to work scheme
Car parking
Job description
Paraplanner – Wealth Management Financial Services
You will be working for an Independent Financial Adviser who hold corporate Chartered Financial Planner and CISI Accredited Firm status, as part of a small team looking after the financial planning needs of over 200 client families.
As Paraplanner you will be providing high quality support and ensuring complete and accurate records are maintained.
Our client prides their selves on providing the most exceptional levels of service to clients. This is a great opportunity for a highly competent and qualified paraplanner with exceptional technical and inter-personal skills to become an integral part of the team whilst growing their role and playing an important role in the business’s future plans.
Skills Required
* Minimum Diploma Level 4 qualified, preferably Advanced Diploma
* 2 years experience working as a Paraplanner required
* Opportunity to take further exams/training
* Strong knowledge of all investment, life and pension products, legislation and compliance
* Excellent analytical skills
* Excellent administrative, research, report writing and communication skills
* We will consider applicants that are part way through their training or recently qualified
* Working with the Paraplanners in supporting the Advisers and Client Relationship Managers
* Completing suitability reports
* Analysis of client’s circumstances and requirements, development of cash flow models using Voyant and Timeline Tech, accurate recording of client data
* Participating in the Investment Committee and working with external third parties for delivery of our investment strategies and due diligence processes
* Research, analysis and compiling documentation for Advisers and compliance
* Assisting in client meetings
* Maintain the workflow alongside the Team to provide a timely and accurate service to clients and advisers
* Maintaining and developing our back-office systems (Intelligent Office), managing workflows and assisting in the processing of business
* Provide an efficient, friendly and professional point of contact for clients and enquiries by phone, email and in person
If you want to be part of a Fantastic highly successful company who genuinely care for their staff and you meet the above criteria please apply to be considered for interview
Location: High Cogges, GB
Posted Date: 11/21/2024
Want to work with a family orientated business with an excellent working environment and culture?
Our client is looking for a further Paraplanner to join their highly friendly Team.
Starting salary £34,000
Benefits:
Hybrid working Option (2 days in the office and 3 days working from home - Flexible)
Private Medical Insurance after probation period
28 days holiday including Public Holidays
Day off for birthday
1 extra day off per year after 5 years’ service to a total of 5 days
After 5 years’ service 2 weeks sabbatical, 1 month after 10 years’ service and 6 weeks after 10 years’ service
Support and study leave for exams
Personal Development budget
Cycle to work scheme
Car parking
Job description
Paraplanner – Wealth Management Financial Services
You will be working for an Independent Financial Adviser who hold corporate Chartered Financial Planner and CISI Accredited Firm status, as part of a small team looking after the financial planning needs of over 200 client families.
As Paraplanner you will be providing high quality support and ensuring complete and accurate records are maintained.
Our client prides their selves on providing the most exceptional levels of service to clients. This is a great opportunity for a highly competent and qualified paraplanner with exceptional technical and inter-personal skills to become an integral part of the team whilst growing their role and playing an important role in the business’s future plans.
Skills Required
* Minimum Diploma Level 4 qualified, preferably Advanced Diploma
* 2 years experience working as a Paraplanner required
* Opportunity to take further exams/training
* Strong knowledge of all investment, life and pension products, legislation and compliance
* Excellent analytical skills
* Excellent administrative, research, report writing and communication skills
* We will consider applicants that are part way through their training or recently qualified
* Working with the Paraplanners in supporting the Advisers and Client Relationship Managers
* Completing suitability reports
* Analysis of client’s circumstances and requirements, development of cash flow models using Voyant and Timeline Tech, accurate recording of client data
* Participating in the Investment Committee and working with external third parties for delivery of our investment strategies and due diligence processes
* Research, analysis and compiling documentation for Advisers and compliance
* Assisting in client meetings
* Maintain the workflow alongside the Team to provide a timely and accurate service to clients and advisers
* Maintaining and developing our back-office systems (Intelligent Office), managing workflows and assisting in the processing of business
* Provide an efficient, friendly and professional point of contact for clients and enquiries by phone, email and in person
If you want to be part of a Fantastic highly successful company who genuinely care for their staff and you meet the above criteria please apply to be considered for interview
Location: High Cogges, GB
Posted Date: 11/21/2024
Contact Information
| Contact | Human Resources Citrus Elite Recruitment Ltd |
|---|