Paraplanner

  • Location

    Amersham

  • Sector:

    Finance

  • Job type:

    Permanent

  • Salary:

    £45000 per annum

  • Contact:

    Margaret Rendle

  • Contact email:

    mrendle@meridianbs.co.uk

  • Contact phone:

    01392 423 301

  • Job ref:

    Fin Ser

  • Published:

    about 2 months ago

  • Expiry date:

    2021-03-21

  • Startdate:

    2021-02-28

  • Consultant:

    ConsultantDrop

Paraplanner
Amersham
£45K
 
Do you have 3+ years financial services experience and are qualified to level 4? Do you have detailed knowledge of pensions, investments and estate planning? If you so and you are looking for career progression to match your career aims and ambitions whilst working for an exceptional Wealth Planning business, this could be the role for you?
 
The fastest growing Wealth Planning brand in the UK has an opportunity for a Paraplanner to join their welcoming and supportive  team in Amersham. They are a growing business offering flexible working as well as excellent career progression.    
 
The Role
Paraplanners are the integral to the business - Providing vital technical support to our Financial Planners and a positive experience for our clients. They are highly qualified individuals that contribute to our advisory service by reviewing, analysing and preparing compliant recommendations for our clients.  Researching and preparing excellent suitability reports that are in accordance with the investment philosophy and client values to a highly successful Wealth Planning business.
 
The successful candidate will 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 manner. A client-focused approach is essential as our clients are at the centre of everything we do.
 
Fantastic benefits
You will receive a competitive salary and benefits package including Flexible working opportunities to allow for a great work/life balance, Company Maternity and Paternity Pay, a Group Pension scheme, Study Days for relevant examinations, Cycle2Work Scheme, Employee Assistance Programme and Death in Service. In addition, career progression to match your career aims and ambitions is available.
 
Do you have the experience below?
  • Have 3+ years financial services experience.
  • Be qualified to level 4.
  • Have detailed knowledge of pensions, investments and estate planning.
  • Be articulate in both verbal and written communication.
  • Show the ability to demonstrate our vision and values: Client Focus, Long-Term and Sustainable, Efficiency, Integrity, Nimble, Team Working.
 
This is a great opportunity for someone wishing to develop their career whilst working for a highly successful business, offering a supportive and caring working environment. If you would like to explore this opportunity further please apply below and Mags will call you shortly to discuss the role further.