Paraplanner

Paraplanner

Paraplanner

Eden Rose

Reed

Gloucester, Gloucestershire

2 hours ago

No application

About

ParaplannerLocation: GloucesterSalary: Up to £45,000Type: Full-time, HybridAbout the Role:Our client is seeking dedicated and detail-oriented Paraplanners to join their continuously expanding, highly successful team in the Gloucestershire area. The primary responsibility is to support a team of Advisers by providing detailed and complex research and report writing. Ideal candidates will have strong analytical skills and experience with financial planning products such as pensions, investments, and protection. Candidates who have attained or are working towards their CII Level 4 Diploma are preferred.Key Responsibilities:Understand clients' financial situations and objectivesProvide research, analysis, and technical supportPrepare recommendation reportsMaintain accurate client recordsAnalyse clients' circumstances, objectives, and risk profilesLiaise with financial advisers to query/challenge proposed recommendationsQualifications:5 GCSEs passes or equivalent including English and MathsAttainment of or studying towards Diploma in Financial PlanningGeneral knowledge across a wide range of financial planning areasExperience in an IFA/Wealth Management environmentBenefits:Generous holiday package (including holiday trading)Ongoing professional development supportAgile working approachPension Scheme with employer contributions5% Flex allowance for various employee benefitsPrivate medical insurance, death in service cover, group income protection, critical illness cover, lease car service, and more