Paraplanner

  • Job Reference: 00095323-1
  • Date Posted: 5 November 2022
  • Recruiter: CV-Library
  • Location: High Wycombe, Buckinghamshire
  • Salary: £35,000 to £42,000
  • Sector: Accounting, Banking & Financial Services, Insurance & Superannuation
  • Job Type: Permanent

Job Description

Salary: £35,000 - £42,000

Benefits:
" Company pension
" Life insurance
" On-site parking
" Schedule:

Are you an experienced or Junior Paraplanner with Experience in Report Writing?
If the answer is yes to the above, then don't hesitate to get in touch!
My client is based in High Wycombe. With several experienced advisers, they offer an exceptional support team so you can focus on your role as a Paraplanner.

THE ROLE

" Technical support for advisers, including but not limited to, product and investment research for both individual and corporate clients, letter writing, quotations and any other assistance needed.
" Prepare and produce client reports and ongoing suitability letters
" Develop the research and due diligence program
" Other project work as/when necessary.
" The above is not an exhaustive list of duties, and you will be expected to perform different tasks as necessitated by the overall business objectives of the company.

THE CANDIDATE

The candidate will need to be a proactive, forward-thinking individual with a healthy work ethic. Have a keen eye and excellent attention to detail. The client is looking for someone who is always willing to learn and develop their skills within the industry. Being able to work individually and also work as an effective team member is a must.

Ongoing Study support is available for the candidates willing to learn and continue their development.

Desirable experience and qualifications include:

" Diploma Qualified (preferable) - Ongoing study would be considered

" Experience working in a report writing / paraplanner role

Job Type: Full-time - Monday to Friday

COVID-19 considerations:
All employees are requested to carry out a Covid lateral flow test twice weekly.

Experience:

" Paraplanner: 3 years (preferred)